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Date: 14 May
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Bristol, Avon
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£25,000 - £50,000 per annum, OTE
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3 applications
Organisation Description My client is a developing firm of IFAs which writes mostly pension business and has mostly high net worth private clients on its books. It has vacancies for 2 self-employed IFAs to come in with a reasonable client bank to grow this by servicing existing clients and making the most of the companys superb admin support and lead provision. Job Description Th...
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Date: 6 days ago
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Bristol, Avon
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£20,000 - £22,000 per annum
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7 applications
Organisation Description My Client are Regional IFA based in Aust and seeking an additional sales support professional to join there team. Purpose of the Role To be part of the Support team that provides exceptional service by ensuring that all customers and advisers are dealt with professionally and effectively whilst ensuring the swift and precise processing of New Business is completed ...
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Date: 6 days ago
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Bristol, Avon
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£25,000 - £28,000 per annum
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4 applications
Organisation Description Purpose of the Role To provide support to the Advisory team by: • Effectively coordinating the tasks, data and information required by our wealth management advisers to enable them to provide advice to our existing and future wealth management clients in relation to their existing financial arrangements. • Production and maintenance of lifetime financi...
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Date: 17 May
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Bristol, Avon
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£22,000 - £27,500 per annum, pro-rata
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2 applications
Small IFA practice in Downend seeks a motivated and experienced Paraplanner to join our busy team. The initial contract is for maternity cover which may last up to 12 months, with the possibility of a permanent contract after that. Key duties are as follows (please note, as in any small office these are not exhaustive): Attending client meetings and writing up minutes Carryin...
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Date: 4 days ago
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Bristol, Avon
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£15,000 - £25,000 per annum, OTE
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6 applications
Job Purpose/ Principal Accountabilities Credit Control encompasses both retaining clients and credit controlling payment plans. The purpose of this role is to obtain payment from clients and liaise with retentions to ensure premiums are collected. Contacting clients (outbound and inbound) to collection outstanding premiums/debts/fees. Deliver a (£) target in collection of fees and debt on a month...
Opportunity: Head of Telesales - Healthcare Based: Yate, Bristol Company Type: Financial Services Intermediary Salary Range: £60,000 - £70,000 (dependent upon skills, experience, professional qualifications). Company Overview: An Award-Winning Intermediary who provide advice in the employee benefits and healthcare sector. A professional c...
Our client a leading independent financial advisory firm specialising in Employee Benefits is looking for an IFA Sales Support to join their busy team in Bristol. n this role you will be providing a support service to the IFAs, this will involve: New business processing and follow up, this would include inputting customer details, checking and issue of documentation to companies, communicating with clients, chasing cases and el...
A fantastic opportunity to progress within the IFA market, this leading HNW Financial Planning Practice, based in Chipping Sodbury is currently in need of an IFA Administrator to join its team. You will be involved in all aspects of client administration including valuations, asset allocation and fund market research. You will also occasionally be attending client meetings. Previous experience in a support role within the Financial Services...
A motivated Paraplanner with a strong knowledge of financial products is sought for an established, wholly fee-based IFA practice specialising in Investment and Pensions. Based in Chipping Sodbury (Bristol) the organisation’s highly professional Consultants provide financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a varied high-net worth client portfolio. Your role will include r...
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Date: 24 April
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Bristol, Avon
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£13,000 - £15,000 per annum
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22 applications
MK Financial Planning Ltd in Westbury On Trym, Bristol are looking for an individual who is flexible, confident, hard working and has a keen attention to detail. MK Financial Planning is a financial services company founded in 2005 and since then we have been expanding and now have four financial advisers supported by a dedicated team. We offer advice in all financial areas but specialise in pension advice. In your role...
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Date: 17 April
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Bristol, Avon
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£26,000 - £35,000 per annum
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15 applications
Organisation Description: As one of North Bristol’s largest recruiters, Europa Group Ltd faces an exciting future of growing business and vast expansion. A unique, friendly and supportive environment, we are seeking an experienced Senior Compliance and Risk officer to join the existing team. Job Description: Support the management and development of the Compliance and Operational Risk infrastructure ...
