Specialist independent financial adviser practice based in Worcestershire seeks a Technical Paraplanner to join their team. Key responsibilities include the servicing of prospective and existing clients on all aspects of financial planning. You will manage and prioritise your Consultant's client work, carry out technical fund and provider research to meet the clients' needs, produce compliant bespoke suitability reports, ...
Specialist independent financial adviser based in Worcestershire seeks a Senior IFA Administrator to join their team. You will provide administration support to consultants and paraplanners, including carrying out the preparation for client meetings, creating and maintaining client records, obtaining quotations and valuations and processing new and renewal business applications. You will confirm client appointments by letter &am...
Organisation Description Our client is a national pensions administration company, based in the Redditch area looking for a senior pensions administrator with some crossover with management functions. Job Description To provide all our clients with a high level, quality administration service on a professional but personal basis which reflects the client’s needs and expecta...
£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 ...
Self-employed Independent Financial Adviser Worcestershire OTE £80,000 A long established whole of market firm are looking for an additional Adviser to work in their team. Offering very competitive splits and full admin support. Established for over 35 years this boutique IFA has built a solid and loyal client bank that is generating £200k of renewal income. Having purchased 4 client banks they have up...
The successful candidate will be working for a family business who has over the last 14 years turned into a company who has carved a name in the financial market. This company offers a truly professional package. They have demonstrated a compliance track record that is second to none and have a quality of marketing and business support rarely found in the market place Experienced computer user Confident and knowledge...
The successful candidate will be working for a family business who has over the last 14 years turned into a company who has carved a name in the financial market. This company offers a truly professional package. They have demonstrated a compliance track record that is second to none and have a quality of marketing and business support rarely found in the market place. The successful candidate must posses the following sk...
The successful candidate will be working for a family business who has over the last 14 years turned into a company who has carved a name in the financial market. This company offers a truly professional package. They have demonstrated a compliance track record that is second to none and have a quality of marketing and business support rarely found in the market place. The successful candidate must posses the following sk...
Description: Highly attentive and motivated individual with a commitment to accuracy. Effective working independently on projects and reporting in to Supervisors. Understand the responsibility of working to deadlines Be a key and adaptable resource to company as a whole. <br...
The Company A household name has experienced rapid growth and with continued plans for growth they now seek an exceptional individual to join a successful division of the business. The Role You will be a key member of the business division providing analysis and decision support to support key stakeholders with the launch of new products to market. You will report key business ac...
Financial Advisor Salary: £22,500 to £33,391 per annum (depending on experience), plus bonus and benefits Full-time Permanent Location: Various Branches within West Midlands We are looking to recruit a Financial Services professional who shares our ambition and vision to be the best. <p...
At Crystal Clear Financial Planning & Mortgages we have ambition to continue to grow and be successful. We are seeking to recruit Mortgage & Protection Advisers who will enjoy being self-employed and home based. We are looking for advisors to cover the Bristol, Wales, Warwick and Coventry areas. The ideal candidate will be: CeMAP qualified Self-motivated Driven to achieve high standards ...
Part Qualified/Newly Qualified Actuary South Birmingham Salary- Completely negotiable dependant on experience and excellent package My client are an independent firm of actuaries and consultants offering a full range of services to trustees, employers, insurance companies and individuals. The business is based on a culture which aims to provide all of their clients with a high-quality professional service through strong ...
Pension Administrator South Birmingham Salary £22 - £27k My client are a independent firm of actuaries and consultants with a number of offices throughout the UK. They offer a full range of professional services to pension schemes, insurance companies and friendly societies. I am looking for an experienced Pension Administrator who has at least 5 years previous experience of DB pension schemes. Ideally, you...
Financial Planning Consultant Location: Bristol/Worcester Salary: £35,000 - £45,000 This is an excellent chance for an established RDR ready Adviser experienced in both personal and corporate Planning to join a Financial Planning firm in the South West. Leads are provided through close connections with professional introducers. Excellent benefits and package are available. Duties and Re...
Mortgage Consultant Area: Evesham & Surrounding area Basic salary £20,000 - £35,000 + Benefits Countrywide is the UK’s largest and most successful estate agency and property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local high street brands. We are currently looking to recruit experienced Mortgage Consultants to wor...
Field Sales Representative / Field Sales / Field Sales Executive Direct Sales / Sales This is a self employed opportunity. Our Client is an established International Company looking for sales executives in this region. Due to their success of the brand and continued product range development they have experience fantastic levels of consumer demand, resulting in expansion of their Field Sal...
Field Sales Representative / Field Sales / Field Sales Executive Direct Sales / Sales This is a self employed opportunity. Our Client is an established International Company looking for sales executives in this region. Due to their success of the brand and continued product range development they have experience fantastic levels of consumer demand, resulting in expansion of their Field Sal...
Graduate / Trainee Financial Advisor WARM LEADS A number of Graduate / Trainee Financial Advisor is sought to join this large financial advisory practice to provide financial advice to clients in their own homes. The company currently looks after 6,500 "warm" clients. The successful candidate need not have any experience but will ideally be a graduate or have 2 years sales experience, have excelle...
An exciting opportunity has been created due to organic growth for a Paraplanner / Trainee IFA to join an experienced firm of Independent Financial Adviser based in Worcestershire. Specialising in Investment portfolios and pensions you will be required to assist the support team with paraplanning duties whilst developing to become an IFA. This is a great opportunity for the right candidate as you will be working alongside...
Trainee Advisor / Financial Advisor WARM LEADS WILL FULL TRAINING A Protection Advisor / Financial Advisor is sought to join this large financial advisory practice to provide financial advice to clients in their own homes. The company currently looks after 6,500 "warm" client households. Chance to progess to a fully qualified IFA with full training. As a Protection Advisor / Financial ...
Trainee Advisor / Financial Advisor WARM LEADS WILL FULL TRAINING A Protection Advisor / Financial Advisor is sought to join this large financial advisory practice to provide financial advice to clients in their own homes. The company currently looks after 6,500 "warm" client households. Chance to progess to a fully qualified IFA with full training. As a Protection Advisor / Financial ...
The jobholder is expected to meet customer needs with particular emphasis on the protection, pension, investment and general insurance products available through our Client's branch network. In proactively developing and strengthening customer relationships, the jobholder will generate new business in line with Best place to Bank principles. Key responsibilities will include: - Achieving personal and team’s sales...
Trainee Advisor / Financial Advisor WARM LEADS WILL FULL TRAINING A Protection Advisor / Financial Advisor is sought to join this large financial advisory practice to provide financial advice to clients in their own homes. The company currently looks after 6,500 "warm" client households. Chance to progess to a fully qualified IFA with full training. As a Protection Advisor / Financial ...
Trainee Advisor / Financial Advisor WARM LEADS WILL FULL TRAINING A Protection Advisor / Financial Advisor is sought to join this large financial advisory practice to provide financial advice to clients in their own homes. The company currently looks after 6,500 "warm" client households. Chance to progess to a fully qualified IFA with full training. As a Protection Advisor / Financial ...
