SIPP Administrator- Salary up to £23,000 with Excellent Benefits Based: Leicestershire We are searching for an experienced SIPP Administrator to join our market leading client. You will be required to process all work for your specific process team according to regulatory procedures and in line with agreed service levels, along with providing support and suggest improvem...
This exceptional regional practice wish to appoint a Chartered Financial Planner to manage at outset a client portfolio with circa £40m of assets generating significant recurring income. Managing exclusively HNW and UHNW private client affairs, the brand is well marketed in their key circle of influence and as a result new prospects are referred on a regular basis, therefore little requirement to hunt new clients. The investment propos...
Professional Practice currently require a Paraplanner to be based at their offices in London. Analysing Client portfolios and producing technical reports for Consultants and Directors. Creating and maintaining Client files, you will draft reports and letters on specific client planning issues. As a Paraplanner, you will be responsible for supporting Consultants and will handle and resolve the day to day queries relating to both new and exis...
Working within this highly respected award winning professional services organisation, you will assume a pivotal role of leading the employee benefits proposition throughout the M4 corridor. Based in Reading, you will work principally with key internal stakeholders developing trust and forging future relationships. Subsequently you will be advising corporate entities around their current and future employee benefit programs, delivering stra...
A top global Accountancy practice are looking to bolster their Corporate Pensions & Benefits team with three key hires at Senior Manager grade. The roles will be based in either Reading or from their Head office in London. Working across the full spectrum of the Occupational Pensions and Employee Benefits consulting market, your expertise will span the breadth of the organisation's service lines from Flexible Benefits, Group Risk ...
This accountancy firm is regarded as one of the most progressive and entrepreneurial professional services firms in the UK today. As one of the first in its respective sector to become a Plc, they have developed to become multi- million fee earning institution. Following their continued expansion of employee benefits divisions UK wide, they require an administrator to help stem the current workflow. Whilst supporting all consultants,...
Top 20 chartered accountancy firm are looking to appoint a dynamic business development orientated individual to lead the growth of partner referrals across their London offices. There are a significant number of partners to work with and no restrictions thus this is an excellent opportunity for a proven individual in this area. The firm also have an excellent investment proposition offering both advisory and discretionary services alongsid...
Exceptional opportunity to join an award winning wealth manager in their city office as a senior planner. Due to an internal move, the firm with to appoint a senior chartered financial planner to take ownership of a large HNW client bank comprising of high earning professionals and wealthy retired individuals. The client bank is generating fees in excess of £600,000, primarily made up of fund based recurring income. You will be tasked ...
A leading UK Pensions and Employee Benefits Consulting organisation are seeking a Senior DC Pensions Consultant to join them in their Hampshire offices. Looking after a portfolio of key clients, you will be leading relationships ensuring each aspect of your client requirements are handled as efficiently as possible. This organisation has recently enjoyed some substantial international client wins and offer solutions for the entirety ...
Senior Credit Analyst £30,000 - £40,000 + bonus + benefits London Who they are Expanding international banking group based in London. The Role You will work within the risk department. Your role will include the following: Ensure all transactions and processing are in c...
Product Manager - Financial Service Household £50k + Exceptional Benefits Merseyside Due to continued growth this dynamic financial services organisation are looking to recruit a Product Executive to be a key member of the Customer Service Strategy team. The role includes being responsible for the management of the existing and future product portfolio, ensuring they meet customer needs and are fully...
Mortgage Sales Manager Scottish Property Centre is the country's fastest growing estate agency and financial services network with 12 branches currently open and 5 in final stage planning. A vacancy has arisen for a proven financial services performer to head a team of up to 6 Mortgage Advisors who offer mortgage and protection products across the branch network. Suitable for current top performing Mortgage Advis...
Product Manager £50k + Exceptional Benefits Merseyside Due to continued growth this dynamic financial services organisation are looking to recruit a Product Executive to be a key member of the Customer Service Strategy team. The role includes being responsible for the management of the existing and future product portfolio, ensuring they meet customer needs and are fully compliant with all legal, reg...
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Position: Hedge Funds Administration Supervisor A leading Financial Services firm based in Liverpool City Centre now have an exciting opening for a Hedge Funds Administration Supervisor. This is a fantastic opportunity for a proven supervisor to take on a new challenge and make an impact within a prestigious global organisation. The Hedge Funds Administration Supervisor will be responsible for: <l...
Independent Financial Advisor Cheshire Basic To £40,000, OTE £80,000 A stable and fast growing firm that have successfully generated a turnover of in excess of £1.3 million with £250 million in funds under management is looking for a IFA to join it’s friendly team. You will benefit from full back office / parplanning support on a 1 on 1 basis ...
A key global investment banking client is looking to bring on board a quantitative risk professional to join their counterparty risk exposure metrics team. The team is responsible for development and running of counterparty exposure simulation modelling. The role's responsibilities will include: - Analysis of back testing model - Running Model validations - Calibration of volatility parameters - Specifyi...
Expanding business Career progression Excellent salary and benefits To assist the Internal Management by working to ensure training standards are implemented and documented also to conduct trend analysis from compliance monitoring to improve the process and procedures. To provide feedback to management and staff on issues identified on individual compliance calls moni...
This established Employee Benefits consultancy is a seeking a Senior Pensions Administrator to provide a full pension's administration service to clients and customers in an accurate, efficient and timely manner The Role The purpose of a Senior Pensions Administrator will be to: Ensure delivery to a high standard of day to day client service to include: ad-hoc requirements / reports, scheme and member events Plan,...
Independent Financial Advisor Chester Basic To £40,000, OTE £80,000 This is an exciting opportunity to work with a company that has been established for over 35 years during which time has developed via referrals and acquisition within the local area. My client has developed £100 million in funds under management and over £1 million turnover.</...
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Date: Today
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Bristol, Avon
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£30,000 - £50,000 per annum
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0 applications
Independent Financial Advisor Bath / Bristol area Basic Up To £50,000, OTE Circa £70,000 A rare chance to join a young, dynamic and financially secured company that has produced £600,000 turnover in their first year of business. You will benefit from being provided with a guaranteed client base of up to 50 existing individuals and the o...
Accountancy IFA Ipswich To £65,000 Basic, £85,000 OTE My client has been trading for over 20 years during which time the company has successfully developed a turnover of £5.5 million. As one of the UK’s leading top 10 Nationwide Accountancy Practice’s, this firm has professional introducers that will provide you with on going quality leads. T...
Senior Business Analyst (UK Tax Wraps a critical skill) - Wealth Management Software / Pensions / Asset Management / Fund Management - City. This highly successful, medium-sized banking / finance software house is expanding its UK team and is seeking an experienced Business Analyst. The Business Analyst will analyse and determine information needs and business requirements in order to develop system specifications and functional designs whi...
Accountancy IFA London To £65,000 Basic, £85,000 OTE My client has been trading for over 20 years during which time the company has successfully developed a turnover of £5.5 million. As one of the UK’s leading top 10 Nationwide Accountancy Practice’s, this firm has professional introducers that will provide you with on going quality leads. T...
An exciting opportunity has arisen for Complaints (DISP) Review Consultants to join a well-known and respected financial institution based in Canary Wharf, London to conduct a review and establish whether more complex (DISP) complaints relating to Investment business are being handled in accordance with FCA rules and Principles and information is being gathered to avoid recurrences of previous weaknesses. As a Complaints (DISP) Revie...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Wealth Management, and Independent Financial Planning Advisory Group based in their Gerrards Cross office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the prepar...
