This is a fantastic opportunity for a highly motivated and talented individual who wants to work within the challenging and rewarding Wealth Management arena. This is a front line Adviser role, offering a comprehensive offer, and reporting into the Senior Manager Wealth Management. The job role forms part of the wider Wealth Management Sales Team therefore working in close partnership with the introducers and peers in this team will be part...
Manage all new client inquiries and identify cross selling opportunities with existing clients. The emphasis is on good client support and management, maintaining client relationships and good long term relationship management. This is not a sale based on cost It is a sales based on value and service, putting the clients needs first at all times. You will be a very self motivate individual who prides themselves in delivering a v...
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...
We are looking for an enthusiastic, motivated person to join the expanding Insurance team within this national estate agency business. This is a new and exciting role that requires excellent organisational ability, an understanding of insurance products and the ability to work in cross-departmental teams, understanding the requirements of each area in reaching a project goal. Key Tasks Product ma...
£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 ...
Mortgage Adviser – Aylesbury Competitive Basic + Uncapped Commissions Our client operates as one of the largest Mortgage Services Company’s throughout the UK and due to their business model is able to provide their consultants with a genuine sale and purchase lead source as well as ongoing personal development. Key Points: A financial package to maintain your ongoing responsibilities A ge...
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...
My client are an agent of one of the U.K's leading General Insurance and Life Insurance companies. They are currently recruiting for their Leighton Buzzard Agency for a Part Time Financial Services Introducer/lead generator. Hourly rate of £12.50 per hour plus commission on income generated by the leads you will pass to the Financial Consultant. As a Financial Services Introducer within their small team, you’ll be working ...
A fantastic opportunity for a qualified Mortgage Advisor to work for a successful, ever expanding Financial company within Aylesbury. If you are CeMap qualified, have at least 2 years experience, want to earn money and grow within an established business and succeed, please apply. Our client is looking for the following person You need to be confident & Outgoing Good Communicator Ability to sell mor...
Sequence are one of the leading Estate Agency chains with over 300 branches throughout the UK. We are offering a fantastic opportunity to the right person, who has the desire to progress to the top of their career with uncapped earning potential, to join our rapidly expanding mortgage services team. If you are looking for a long term career in mortgage services this job would be ideal for you. Your role would be providing ...
Organisation Description My client a leading Wealth Management and Employee Benefits Company, is currently seekingn to recruit an Employee Benefits Paraplanner to join their existing team based in Amersham, Bucks. From a strong Paraplanning and Employee Benefits background, you will be able to hit the ground running very quickly. Job Description The main purpose of the role will...
Organisation Description My client a leading Wealth Management and Employee Benefits Company, is currently seekingn to recruit an Employee Benefits Paraplanner to join their existing team based in Amersham, Bucks. From a strong Paraplanning and Employee Benefits background, you will be able to hit the ground running very quickly. Job Description The main purpose of the role will...
Financial Consultant (Salaried) Theis client is one of the UK's longest and well established UK life company's, offering a wide range of financial products to their core market and affinity connections. Fully RDR ready with a robust business model, they provid tailored financial advice, products and services to clients of their corporate/affinity connections, of professional/HNW clients. The su...
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular evening work. Existing client base and all administration / compliance support will be provided. Previous sales experience is requi...
Our client is a well established National business specialising in looking after the Professionals market This is a home based role looking for Part or full Diploma qualified advisers All training given You will inherit a client base of professionals and be expected to generate business from carrying out reviews and adding to your portfolio. In addition you will get involved in Seminar and Presentation work to gain furth...
Mortgage Adviser Basic: 24k + OTE: 45k + Successful and expanding whole of market mortgage brokerage who specialize in the commercial and buy to let arena now seek an experienced Mortgage Advisor to join their team at their head office. The Role Excellent lead source with 100 leads provided per month. Telephone ...
Paraplanner - Hemel Hempstead £up to £35,000 Main Objectives of Role To work closely with Partners to assist them in giving the best advice to clients To ensure that Suitability letters and Reports are produced accurately, compliantly and in a timely manner To ensure that client reviews are accurate and compliant and issued in a timely manner Primary Functions <li...
We are keen to speak with financial planners/ financial advisers who are looking to develop a career within a lively and successful practice. Ideally you will diploma or close to obtain the relevant exams, you will given an active client bank of 200 individuals and you will be expected to maintain and develop the relationships. You will be advising on mortgage, protection, equity release, investment and pensions products. <...
We are looking to speak with experienced and professional IFAs. Our client is looking to recruit a Financial adviser who is a minimum of diploma qualified, ideally on way to chartered. You will managing clients who are classed as UHNW/ HNW and a majority of the business referrals you will get are IHT, Investments, Trusts and Draw downs. The ideal candidate will be well presented and articulate and be able to communicate ...
Exciting opportunity to a join a growing consultancy as a Senior Pensions Administrator The Role As a Pensions Administrator you will assist consultants and partners on the design, funding, administration and communication of pension schemes helping clients manage a variety of benefit related risks. Assisting to drive forward the shape of future pension provisions and delivering innovative solutions to clients. Working as part...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
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...
Hannspree is a global Consumer Electronics manufacturer specialising in Audio Visual technology and extraordinary 3D design that celebrates individuality. World renowned for its cutting-edge boutique products which have a strikingly unique identity and capture the imagination, Hannspree is leading a design-centric revolution that establishes an entirely new class of consumer electronics products. We have an opportunity in ...
Momenta currently have an exciting contracting opportunity for a Customer Communications specialist to work on an existing project for a leading Financial Services organisation based in Aylesbury. We have an excellent reputation with clients for providing experienced, motivated, skilled, and results-orientated project teams who thrive on the challenges put before them. Role: Customer Communications Specialist <b...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
