Due to strong organic growth and the need for quality paraplanners, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of two experienced Paraplanners. Our client is very well respected in the Surrey area, having established a large and loyal client bank over the past 30 years. Encompassing a wealth of expertise through a highly successful team of Independ...
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Date: 4 days ago
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Surbiton, Surrey
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£18,000 - £40,000 per annum, OTE
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1 application
Basic £18,000 OTE £40,000 Large exisiting client Base 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 mortgage brokers. Due to expansion they are now seeking to appoint an experienced and success...
One of the most established and professionals IFA's in the UK have an exciting opportunity for a knowledgeable Diploma Qualified Paraplanner to join their growing, well-regarded company. The Role Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional rel...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy, on a permanent basis to be based in Guildford. The Role This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful cli...
Assistant Manager We have opportunities in this role in Kingston. Our support behind you, some exciting challenges ahead We may be one of the world's best known brands, but as an Assistant Manager with Barclays, you can expect the freedom you need to make your own mark on our business. Working with the Branch Manager, you'll look at the best ways to keep your customers...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
My client is looking for a part-time Senior Administrator to support their Financial Services and Investment teams with any administration issues they may have. The key responsibilities for this role include: Review, management and implementation of administration procedures for the Investment and Financial Services business: The monitoring and prioritisation of administration workload. Assist with m...
Independent Mortgage & Protection Adviser - Ashford / Shepperton 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 Ashford / Shepperton area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
A challenging and fast moving role now exists within Client Management division of this global leading financial organization. This specific areas provides a full range of services to clients in connection with running defined contribution pension schemes and is further responsible for the overall relationship with DC pension scheme clients’ and their consultants. This is an interesting and varied role where no two days are the...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
A challenging and progressive role now exists for an Auto-Enrolment Delivery Manager within this global leading organization This is a varied role, where you will be responsible for ensuring that new Pension Plans are established to agreed timescales. This will include establishing and maintaining a project file(s), managing the initial review and analysis of the pension product, undertaking meetings with the client(s) and further ...
This award-winning client is rapidly expanding its activities and is looking for committed people to join their team specialising in servicing the needs of one very large client. The Role The position offers great scope for innovation and a fast track career development is available for forward thinking individuals. You must have 2 years Defined Benefit experience and strong knowledge of current Pensions legislation. You will b...
Mortgage Advisor Location: Woking / Richmond Realistic OTE: £50-60k This award winning Mortgage Brokerage are now seeking an Estate Agency based Mortgage Advisor to join their growing team The Role: . Whole of Market Estate Agency based – Covering three branches Commissions completely flexible and t...
Business Quality Executive Salary: Circa £35 -40,000 dependent on qualification and experience Qualifications: Essential: - Full certificate in financial advice (FPC, CF 1 to 5 or CeFA). Diploma. H15/JO Training experience. Experience of working with employee benefit teams. Experience of working in compliance departments. Experience of Process Design Desirable: - Training/Coaching qualificat...
An exciting career opportunity has arisen in this well respected and successful IFA consultancy. Due to growing Private Client business, the employer requires the addition of a high calibre Private Client Sales Administrator. Based in their Guildford office, you will be helping the consultants in developing their client base. The successful candidate will have a proven track record gained within an IFA environment foc...
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Date: 14 May
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Epsom, Surrey
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£45,000 - £60,000 per annum
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5 applications
This is a great opportunity for either a Qualified Statistician or a graduate with a 1st class degree in a subject with a high statistical content to join a household name in financial services. Our client provides life, pensions, investment and mortgage products and whilst in operation for over 100 years, they still strive to better themselves and keep ahead of the competition, recently being recognised for their IT/Web s...
Recently established, independent financial planning company is seeking to employ an experienced and highly motivated Paraplanner to work in one of their offices in Surrey. Salary between 26,000 and 30,000 includes bonus and excellent benefits including pension contributions. Our client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience to a wide ra...
A large IFA are looking for a Group Risk Administrator to join our team to provide Group Risk support to our corporate clients. The role involves responsibility for preparing rebroking, renewals, underwriting, claims and processing of all allocated client schemes. The individual would report to the Senior Group Risk Manager The Role The ideal candidate will have good knowledge of Group Risk products and ideally experience with...
Our client is looking for an experienced paraplanner for their Chartered FP IFA practice. Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered You will need experience of completing research and reports for investment and pension scenarios, particularly for their more mature and high net worth clie...
A recognised Independent Financial Advisor, based in Surrey, are currently recruiting for an experienced Sales Support Administrator to join the business; to support a Consultant operating in the Life and Pensions market. The Role This is an excellent, expansive role, where the incumbent will be responsible for providing administrative support to one of the company's top consultants; in assisting with the research, production a...
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...
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...
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...
The established and respected Finance Systems team provide Applications Support for e5, the main accounting system of our Company. There are also a number of projects underway, which means that we need to expand the team. The purpose of this role is to support e5 System Development, including working with outsource providers to configure and implement developments, enhancements and migrations (often as part of complex business projects). T...
