IFA Administrator York £16,000 - £24,000 (depending on experience and qualifications) plus benefits An opportunity has arisen to join a successful local IFA firm in York. This is an opportunity to join a highly successful IFA firm as an administrator support function to the Directors/IFA's working in the Private Wealth sector. As a Financial Services administrator within this firm, you will provide fu...
Investment Administrator This is a highly reputable and successful organisation based in York that is currently seeking a professional and well presented Administrator to work within their small, yet busy Investments team. The role is varied and encompasses all aspects of case management from start to completion. It includes dealing with daily system updates, upd...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
Organisation Description Our client is one of the UK’s financial services largest lenders and they are looking for a fully CeMap or equivalent qualified Mortgage Adviser to be based within their York Branch to sell mortgage and protection products. Job Description This role provides a superb opportunity for mortgage professionals looking to progress their career to t...
JohnstonGreer has been retained by a very high quality Investment Management firm to recruit an experienced Financial Planner/Wealth Manager to provide independent financial advice to the clients of the Investment Management team. Working very closely with the Investment team you will develop relationships with the internal introducers and their clients to offer an additional service. Typically the clients will be HNW and UHNW p...
Job Title: Investment Administrator Job Ref: J022683 Location: York A great opportunity to join an established company based in York This role will be working within the investment team to provide administration support and a high level of accuracy. - New business processing, through cofunds and direct with investment companies - Existing business processing - Provide probate valuations to executors...
Financial Services / Investment Administrator - Wealth Management Consultancy York - £17,000 + Package Our client a well established Investment Management Group who specialise in the management of Private Wealth Funds are seeking a bright self motivated individual to join there Investment Management support team in the York office. This key position will involve managing client enquiries and admin...
Our client are a friendly and successful insurance broker in York who provide commercial insurance products.Due to steady growth, we have an opportunity for an account handler to join thier busy team. They are looking for someone who is a teamplayer, and would consider someone with personal insurance background, but must have a willingness to learn, and develop through the company. You will be able to provide a prompt service for our...
Woolwich Mortgage Advisor - Fully qualified We have opportunities in this role in York. The ideal home for mortgage experts We offer a wide range of highly competitive mortgages under the famous and trusted Woolwich brand. And the quality of careers we offer is just as high. Join our team and you'll help customers from all walks of life find the right mortgage solution w...
Paraplanner North Yorkshire £25,000.00 - £30,000.00 A leading IFA based in North Yorkshire is looking to recruit an experienced Paraplanner. The company specialise in dealing with the full range of Financial Service products and the provision of providing first class financial advice. Due to continued expansion and an increase in business levels they are ...
Our client, a major bancassurer, is recruiting for a fully CeMap qualified, experienced Mortgage Adviser. You will be based in a Branch, advising clients on mortgages and associated protection products. You will be a team player, building relationships with Cashiers, Personal Bankers, Financial Advisers and Branch Managers. Target driven, you will be rewarded for your success - there is a monthly bonus scheme, priva...
Independent Financial Adviser York To £50,000 Basic, OTE £80,000 uncapped + Benefits A wonderful opportunity to join this successful chartered practice that has built £120m of funds under active management from a client base of over 2,000. Leads are generated from professional introducers and are providing each Adviser with more than 4 warm leads per month. Recommended by Which and with a new ...
My client is the UK’s largest independent private client investment management companies, who have a very large client base, significant assets and plenty of opportunities due to growth and expansion. They are currently seeking Employed IFA’S across a number of their offices in the UK to deliver appropriate levels of information and advice at all times to Ultra High net worth clients. You will be responsible to the divisional director...
Alexander Lort have been retained to source an investment manager, by a specialist Private Client Investment Management company that provides discretionary management services for trusts, charities and pensions funds. They strongly believe in offering a personalised service combining traditional values with a sophisticated investment management process. They have won a variety of awards for both their investment management a...
EPH & Associates Ltd are currently working on a nationwide Recruitment Project partnering with a well established, highly respected Investment Management Firm. This reputable organisation is one of the largest independent private client investment managers in the UK, with over £20 billion funds under management. The client are committed to providing comprehensive independent financial advice and investment management s...
An excellent opportunity has now arisen for an experienced Financial Planner to join a well established, multi-national and highly respected Wealth Management organisation. The role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients. You will have a close working relationship with the Investment Managers and will be working from their leads to provide ho...
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. We are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of financial planning ...
The Company - Our Client is a major financial services Brand, providing financial services solutions to traditionally higher net worth professionals. They have a need for a Diploma level IFA / Financial Planner, to service new and existing clients. Duties and accountabilities - This role will involve marketing the Company's services to new and existing customers. Primarily this will include - Con...
Position: Financial Planner Location: York Salary: £40,000 - £60,000 negotiable plus benefits We are excited to offer an opportunity with a leading investment management and financial planning firm Priding itself on providing holistic bespoke advice with a focus on relationship development This highly reputable organisation specialises in financia...
A Bristol based company who have advisers across the UK have vacancies for Financial Advisers in the York / Leeds / Wetherby area The ideal candidate will have their own lead-base but our clients sales process provides the opportunity of a large amount of leads via seminars organised by the company. Full diploma is essential (or a maximum of one exam / IFS paper needed) . Ideally you will have at least 3-5 years experience in a...
Mortgage Advisor wanted urgently You must have worked within a BANK. BUILDING SOCIETY OR ESTATE AGENT AS A MORTGAGE ADVISOR TO APPLY FOR THIS ROLE The role To deliver exceptional retail business performance through excellent customer sales, servicing, and transactional processing of all mortgage and mortgage related products. This is a specialist role operating in an externally competitive mar...
Description The Premier Independent Financial Advisor’s (IFA) role is to support a Branch Manager by providing professional independent financial planning services to both new and existing high value (Premier) customers. This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank’s UK branch network, whilst consistently tr...
