Organisation Description A well-established IFA firm in Swansea has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from the company’s 20 year history.. W...
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...
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...
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...
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Date: 4 days ago
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Newport, Gwent
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£35,000 - £70,000 per annum, OTE
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0 applications
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
Organisation Description Our client is a well-established IFA practice with an office in Bridgend. It seeks a couple of talented IFAs to ideally come on board with some clients but also to service existing clients and leads across the county. Job Description The role is self-employed, mostly home-based but you will be able to work from one of the company’s office ...
Mortgage Adviser - Cardiff Up to £24k basic + Uncapped Commission A Mortgage Adviser is required to work in Cardiff for the financial arm of one of the UK’s most prominent estate agencies. Working in this busy branch, successful applicants will enjoy a fast paced and lively environment and a rewarding commission structure as well as a comfortable basic. Key Points: Excellent Leads Provide...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
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Date: 15 May
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Newport, Gwent
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£40,000 - £50,000 per annum
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0 applications
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
A fantastic opportunity has arisen to work for an extremely professional and established International Wealth Management company as a holistic Financial Planner for their UK office. You will be required to offer whole of market advice to personal and corporate clients across the UK. This is a fantastic opportunity for an adviser who is confident in their abilities, professional, proactive, articulate and looking for an opportun...
Independent Mortgage & Protection Adviser - Tonypandy / Pontypridd Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Tonypandy / Pontypridd area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate...
Organisation Description My client is a specialist Financial Services company dealing solely with the Armed Forces and most specifically the Army. They specialise in Military kit cover, having their own policy which has been underwritten by Axa plus they also cover life and serious illness cover along with pensions, investments and personal accident Job Description <...
Organisation Description My client is a specialist Financial Services company dealing solely with the Armed Forces and most specifically the Army. They specialise in Military kit cover, having their own policy which has been underwritten by Axa plus they also cover life and serious illness cover along with pensions, investments and personal accident Job Description <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
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Date: 5 days ago
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Wrexham, Clwyd
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£40,000 - £80,000 per annum
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0 applications
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 North Wales. 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 appropr...
Realisitc OTE of £60,000 Self employed with full back up and support Proven Quality Appointments As part of a multinational company employing more than 900 people in the UK our client a nationally based mortgage brokerage has both the resources and backing to provide exceptional support to its field force of mortgage brokers. With a strong...
Experienced Financial Planner required to join established Company based in the centre of Cardiff. Role is to identify and provide financial planning advice to clients who meet the company's strategy and investment propositions. Maintain long term relationships with clients in order to achieve their goals and aspirations, achieve agreed business plan and generate recurring revenue for the company. Will be responsible for ...
£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 ...
Job Description I am currently recruiting a Pricing Analyst on a 12 month contract with an established Finance company. The aim of this role is to drive profits through pricing decisions in line with policies as agreed by managements. Accuracy and control needs to be ensured in all pricing requirements. Duties Include: • Managing pricing requests ensuring they are processed accurately, wi...
The company Aleading financial solutions and insurance company who provide personal wealth management services to private clients are looking for Financial Planners to work in their fee based wealth management planning environment. The role The successful candidate will look after an existing bank of HNW clients providing holistic financial planning. You will be required to develop exceptio...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
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...
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...
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Date: 5 days ago
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Bangor, Gwynedd
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£39,000 - £60,000 per annum
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0 applications
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...
