Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
An exciting opportunity has arisen to join a reputable and well established Financial Planning organisation as a Sales Support Administrator. The main focus of the role is to provide full financial planning support to a team of top IFA's including processing new business, obtaining product quotations, liaising with product providers and clients. In order to be considered for the role, suitable applicants must possess previous e...
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Date: 15 May
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Bromley, Kent
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k 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...
An opportunity has arisen for a Senior Paraplanner to work for a true market leading wealth management business. You will be providing technical support to one of their highest producing Wealth Management Consultant's, enabling them to write business compliantly. This is to include research, report writing, conducting gap analysis of a clients circumstances and reviewing existing arrangements. You will also utilise relevant technolo...
My client are currently looking to recruit a proven Paraplanner to join their wealth management team. To be successful you will need to be able to make an immediate contribution in supporting the Advisers to achieve objectives, deliver a high quality of service to clients and be able to demonstrate a good understanding of pensions, investment and protection related products. Working closely with the Advisers your principal responsib...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
An Investment Assistant is required to work directly with a high quality Investment Director in the London office of an international firm. Salary to £35k for the right candidate. They are a primarily a private client investment adviser offering and independent service for HNW private clients, You will be responsible for managing portfolio of £2m+ and will have a lot of direct client contact. ...
Our client is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. They are seeking a professional investment advisor to provide a first-class financial planning advisory service to existing and prospective clients where you will promote the Company as the premier provider of quality financial solutions within the parameters of the FSA’...
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Date: 4 days ago
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Rainham, Essex
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£20,000 - £50,000 per annum, OTE
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0 applications
Estate Agency Mortgage Advisor / Estate Agency Mortgage Adviser NEWS FLASH Calling all top class Mortgage Advisors looking to advance their careers An excellent opportunity to manage the mortgage productivity of a busy Estate Agency office with excellent career opportunities. Are you capable of making a difference? Can you build relationships to help improve performanc...
Estate Agency Mortgage Advisor / Estate Agency Mortgage Adviser NEWS FLASH Calling all top class Mortgage Advisors looking to advance their careers An excellent opportunity to manage the mortgage productivity of a busy Estate Agency office with excellent career opportunities. Are you capable of making a difference? Can you build relationships to help improve performanc...
Mortgage Advisor / Mortgage Broker / Mortgage Adviser Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar...
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 Advisor / Mortgage Broker / Mortgage Adviser Are you a CeMAP qualified Mortgage Advisor with a proven track record? Can you rise to the challenge of proficiently converting mortgage leads in a fast paced, busy and extremely successful Estate Agency office? Does your current role limit your true potential? The role is suitable for an ambitious CeMAP qualified or similar...
A well known Financial Adviser firm in the heart of the City is seeking to recruit an IFA Sales Support Administrator. The right candidate must have experience working in a financial advisory firm, preferable an IFA Practice. Ideally you will hold CF1, as a minimum qualification, and you will have the desire of gaining further qualifications towards your Dip PFS status. This position involves working very closely with the IFA's...
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Date: 15 May
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Dartford, Kent
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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...
A highly regarded Independent Financial Advisor firm, based in the heart of the City is looking to recruit a Senior Sales Support Administrator /Trainee Paraplanner candidate to join their already expanding team. The Role Administration Responding to client and provider queries Maintaining client database Accurate record-keeping Fund Switches Requesting and collating client plan informati...
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...
My client is one of the UK’s leading specialist providers of pensions, employee benefits and payments. Additionally, the group also provides consulting, software, training, skills resourcing and business process outsourcing services to both the public and private sectors. Based in their offices in London they are seeking an additional Senior Pensions Administrator with previous Defined Benefit (Final Salary) experien...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&nbs...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&n...
My client, one of the UK's leading Pensions and Actuarial consultancies, are looking to recruit an experienced Benefits Consultant to join their Public Sector Actuarial team based in London. This is a fantastic and very exciting opportunity where the successful candidate can expect a high competitive salary and excellent benefits package, as well as working in a stimulating environment where you are actively encouraged to make a ...
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 ...
Health and Risk Consultant based in London required to work as part of a multi disciplined team managing and advising a portfolio of corporate clients. The role requires a level of expertise in at least one area as well as excellent client management skills allied to strong technical capability are also prerequisites. As a Health & Risk Consultant you will be responsible for producing timely and accurate reports which are writte...
