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Financial Services jobs in Swansea

 
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  • HNW/Private Client Banking Specialist - to £50k, Swansea

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    • £40,000 - £50,000 per annum
    • Swansea
    • 5 September
    • 2 applications

    Household name retail bank require proven wealth management professionals to acquire, manage and develop new and new new business revenues in their premier level customer portfolio. Key skill sets will be professionalism, client focus and an expert up to date understanding of the financial planning...

  • Employed IFA - Swansea. £40,000 negotiable

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    • £40,000 - £50,000 per annum, negotiable, inc benefits, OTE
    • Swansea
    • 9 September
    • 5 applications

    A unique opportunity exists within an industry leading IFA practice. Due to the location of their orphan clients, applications are invited from candidates living in Swansea, Bridgend, Cardiff, Newport, Chepstow, Bristol. The successful applicant will have demonstrable success in providing financial...

  • Private Client Manager - Wealth Division - Jersey - 5 roles

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    • £46,000 - £80,000 per annum, OTE
    • Swansea
    • 4 days ago
    • 0 applications

    Basic £46k - £56k + Car package + relocation allowance +Bonuses - 5 Roles Would a HNW Financial Advisor role appeal to you on the beautiful island of Jersey, Channel Islands? Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers...

  • Financial Planning Manager - Swansea (Cardiff side)

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    • £42,000 per annum
    • Swansea
    • 4 September
    • 1 applications

    Our client is a well established and highly successful Building society. They specialise in providing advice to HNW clients mainly on investments and IHT planning. The role is branch based and working as part of a team, providing financial advice on a restricted basis. You will be Level 4 diploma...

  • Fantastic Branch Mortgage Adviser Opportunity-upto £30K

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    • £25,000 - £40,000 per annum
    • Swansea
    • 4 September
    • 12 applications

    Our client is one of the leading Retail banks in the country and are currently looking for CeMAP qualified advisers to join their team Basics to £30K plus benefits and bonuses You must be Full CeMAP and ideally have a banking background and a top track record as an adviser 9-5 hours All Leads Benefits...

  • Save
    • £40,000 - £75,000 per annum, OTE
    • Swansea
    • 4 September
    • 1 applications

    You will be a proven industry professional with a successful sales and business development track record, be qualified to at least Level 4 and have held CAS in the last 2 years. You will be proficent in providing the full range of holistic financial planning in a forward thinking environment and advise...

  • Wealth Advisor - Bank - 400 HNW clients provided - New!

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    • £44,000 - £80,000 per annum
    • Swansea
    • 7 September
    • 1 applications

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Premier Relationship Manager...

  • Accounts Senior

    Ending soon
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    • £20,000 - £25,000 per annum
    • Swansea
    • 6 days ago
    • 0 applications

    The accounts senior will be required to deal with all aspects of general accountancy practice work, including preparing year end accounts, management accounts, bookkeeping, and the preparation of VAT returns. The office is based Swansea, however some travel will be required to visit clients. The type...

  • Insolvency Administrator

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    • £18,000 - £24,000 per annum
    • Swansea
    • 2 days ago
    • 11 applications

    This newly created opportunity will involve working on a wide variety of corporate insolvency cases including liquidations (CVL's, MVL's), administrations (trading and non-trading) and company voluntary arrangements (CVA's). As an Insolvency Administrator you will support an experienced Manager in the...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Swansea
    • 7 September
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car 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...

  • Long Term Care Adviser - All leads provided

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    • £35,000 - £50,000 per annum, pro-rata
    • Swansea
    • 21 August
    • 6 applications

    £32k - £35k basic + Package - £50k on target earnings Our client is one of the UK's top specialists in Equity Release and Long Term Care is looking for an additional adviser to be based from home. Your role will be to provide quality long term care advice to clients and agree their needs and aspirations...

  • Bank based IFA, High Net Worth Wealth Arm- NEW

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    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Swansea
    • 20 August
    • 2 applications

    A great opportunity has become available to join one of the top Banks in the World in their prestigious Private Client division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours...

  • Financial Adviser

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    • £25,000 - £35,000 per annum
    • Swansea
    • 19 August
    • 17 applications

    Our client is a leading Banking organisation that is currently seeking pro-active and driven advisers to service a growing book of clients. You will work closely with Branch staff to ensure you are maximising on all lead sources. You will provide full mortgage advice and be adept at dealing with high...

  • Mortgage and Protection Manager

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    • £25,000 - £35,000 per annum
    • Swansea
    • 19 August
    • 14 applications

    The Mortgage and Protection Manager role within our branch network is to establish and grow our Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in line with policy on treating customers...

  • Mortgage Adviser - High Street bank, to £30,000 pkge

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    • £22,000 - £30,000 per annum
    • Swansea
    • 19 August
    • 5 applications

    You will be branch based providing your expert advice on the full range of mortgage products available and so you’ll be an essential part of the customer's journey to securing their new home. You'll talk to customers at various stages of their lives and product needs one to one, listen to their individual...

  • Wealth Advisor - Bank - 400 HNW clients provided - New!

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    • £44,000 - £80,000 per annum
    • Swansea
    • 17 August
    • 2 applications

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Premier Relationship Manager...

  • Mortgage & Protection Specialist - Swansea

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    • £30,000 - £36,000 per annum
    • Swansea
    • 11 August
    • 5 applications

    My Client is global organisation and they are looking for an experienced Mortgage and Protection Advisor to be based within one of their busy branches. Your role will involve arranging appointments with your customer, identify their needs, working through all areas of home finance and provide relevant...

  • Bank Mortgage Adviser - Top Salaried role

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    • £25,000 - £35,000 per annum, negotiable, OTE
    • Swansea
    • 13 August
    • 2 applications

    One of the UK's leading Banks is recruiting Mortgage Advisers to promote their leading products to their clients. This role covers Swansea. They are looking for qualified advisers who have a had a minimum of 1 year advising. You will need to evidence a good sales track record in the role. They offer...

  • Satellite Branch Manager - Personal Lending - Swansea

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    • £27,000 - £29,000 per annum
    • Swansea
    • 12 August
    • 21 applications

    Satellite Branch Manager - Personal Lending Based - Swansea In you Three Month you must be able to travel to Cardiff. Basic Salary £27000.00 - £29000.00 + Car Allowance £430.00 per month + Bonus of around £1600.00 per Quarter + Other Benefits include 3 x Life Insurance, 25 days holiday per annum...

  • Financial Adviser - Managing Premier Client relationships

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    • £35,000 - £50,000 per annum
    • Swansea
    • 11 August
    • 1 applications

    Our client has an exciting role based within their Retail Banking and Wealth Management department. The role of the Premier Financial Adviser is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are...

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