Our client is a new forward thinking IFA who are enjoying continuous growth within the market place As a guide the main duties will be as follows: Assess new business in accordance with the "Business Submission Standards" within 1 day of receipt. Provide appropriate feedback to individual advisers. Update "Business Quality Statistics". Grant approval for cases that require pre-sale approval...
Capacity Planning Analyst - Leeds Reporting into the Capacity Planning Manager, your responsibilities will include: Analysing Operational and Business activity to promote continuous process improvements Delivering an accurate Capacity Plan to ensure resources are deployed efficiently Developing and building accurate models to forecast future demand and performance Measuring and influencing business deman...
Our client, a leading UK business advisory and accountancy firm with a network of offices throughout England, Scotland and Wales. They currently require several experienced Chartered Financial Planners to work from their offices in the North As independent financial advisers, they offer a full range of solutions and services to assist the financial planning process. Their services are available to existing clients and external private i...
Job Title: Compliance & Risk Officer Location: Leeds Salary: to £33,000 + benefits We have an outstanding opportunity for an experience Compliance individual, from a finan...
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...
Mortgage Adviser – Pudsey Competitive Basic + Uncapped Commissions, £45 - 50k OTE 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 responsibi...
Mortgage Adviser – Headingley Competitive Basic + Uncapped Commissions, £45 - 50k OTE 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 respon...
FPSG are continuing to work with one of the pre-eminent names in the wealth management arena; a firm that has been at the forefront of the move to a fee based approach, utilising ethical, highly qualified financial planners. Given the fee based approach, the average case value remains high with the work focusing on investment planning, tax mitigation and specialist pensions. Our client is looking for high quality consultants across ...
As a result of continued expansion our client, one of the UK's leading pensions outsourcing firms, are currently looking for several individuals to join their Administration team primarily dealing with both DB and DC schemes. Responsibilities: - Working as part of a team to administer both DB and DC schemes. - The successful candidate will be expected to ensure the smooth running of the schemes. - E...
We are pleased to be working with this leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to join their growing and successful team. The candidate, ideally, should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate with full FPC (or equivalent) and ideally be progressing towards CFP, strong technical knowledge to incl...
Our client is one of the UK’s largest firm of IFA’s and due to continued expansion we are currently recruiting for a Compliance / T&C Officer. Responsibilities: Supervising advisers through initial and ongoing stages of T&C scheme via coaching and formal 121s. Case checking work submitted via the Advisors. Interpret regulatory rules and guidance and make recommendations to the business <...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
IT Finance Administrator Leeds, LS1 £17-£18k Our client is looking to fill a job vacancy for an IT Finance Administrator based at there corporate office in Leeds city centre. You will be required to assist the IT Finance & Commercial Manager by collating and producing data to provide consistent and meaningful information to be able to provide clear and concise reports aimed at a senior managemen...
Title: Financial Services / Reconciliation Administrator Salary: £15,000 - £16,000 A fantastic opportunity has arisen for an experienced Financial Services Administrator to join a leading organisation based in Leedscity centre. This is a great role for someone looking to build upon and develop their skills within the finance industry. The Role: Sup...
Organisation Description A large Financial Services outsourcing company have recently secured the contract for PPI complaints handling in Leeds city centre. This is a 7 month Fixed Term Contract with a start date in May 2012. Basic salary is the equivalent of £23,000 pa. The working hours are 37.5 hrs per week and the shift pattern is between 9am - 5.30pm Monday – Friday. <br /...
Having the right products at the right prices is essential if we are to meet our promise of delivering great value to our customers. You’ll make sure our product range meets customer needs - and that it’s considerably better than the competition’s too. From strategic direction to practical product lifecycle management, you’ll find there are new challenges here every single day. The ins and outs O...
Job Description Assistant Finance Manager £250 per day Leeds Working for one of our major banking clients you will be responsible for the following duties: - Deliver month end adjustments accurately within timescales, to support controlled month end process - Produce financial performance reports and analysis of Direct Costs for customer facing operational ar...
Having the right products at the right prices is essential if we are to meet our promise of delivering great value to our customers. You’ll make sure our product range meets customer needs - and that it’s considerably better than the competition’s too. From strategic direction to practical product lifecycle management, you’ll find there are new challenges here every single day. The ins and outs ...
Mortgage & Protection Advisors / Consultants - Leeds, Bradford, Leicester, Liverpool, Manchester, Newcastle & Nottingham - £40-70k Realistic OTE Due to expansion an exciting opportunity has arisen for Mortgage Planners to join our client as home-based consultants across the north of England. Due to consistent growth and an increase in business they are now looking for experienced Mortgage and Prot...
Organisation Description A well established and genuinely high net worth IFA based in Leeds city centre. This company has excellent public transport links, (being 2 mins from the train station and 5 mins from the bus station), modern offices with a friendly atmosphere. Basic salary from £25k upwards (with no upper limit) depending on experience with benefits including Bupa health care, death ...
Exciting and career defining wealth management opportunity for an experienced and qualified financial advisor, wealth planner or independent financial advisor for a major financial institution in Leeds. You will be working within a challenging and rewarding wealth management team, converting introductions into new business; conducting interviews with new and existing clients; actively selling and/or introducing appropriate b...
Customer Services Administrator Our client, a leading Leeds-based Financial Services provider, has a number of exciting opportunities for individuals with an excellent Customer Services background on a temporary / contract basis for 8 months initially. Our client is currently undergoing significant expansion and consequently we are looking for staff to join through June and July.</stro...
£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 ...
One of the UK`s leading specialist providers of pensions, employee benefits and payments expertise, with 170 years` experience is looking for an experiences Defined Contribution Pensions Administrator to join their expanding team in the Leeds office. This role requires somebody to undertake complex member administration, accurately check and authorise the work of others within the team and ensure that service levels are maintained. <...
Organisation Description Working in partnership with a leading financial organisation we are currently recruiting for experienced complaints handlers to join the rapidly expanding team. Job Description Working as an experienced Complaints Handler you will investigate, assess, reach a conclusion, perform accurate calculations and provide a high standard of customer se...
