My Client, a Global Consulting Leader are looking for a talented Paraplanner to be based in their London office to support their Personal Financial Planning (PFP) consultants. Key responsibilities include: • To be the link between Consultants, Research, and Administration • To enhance the transformation of research into client facing solutions • Analysis of client portfolios providing recommendations to co...
Business Development Manager - Blackpool / Preston Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business.<b...
Ref: 1429 Paraplanner London £35- £45,000 + Bens and Bonus Opportunity: An experienced career paraplanner position working one on one with a successful adviser dealing HNW clients' investment and general financial planning. Environment: An established and respected chartered financial planning practice based in the City. Responsibilities: The role requires an individual capable of manag...
Position: Trainee Financial Advisor Location: Bath Salary: £DOE This is an exciting opportunity for a Trainee Financial Advisor to join an organisation who offers the backing and support to grow and develop. The successful candidate will benefit from leads being provided within a totally independent firm, with a fantastic earning potential. Duties and Requirements: Provide a holistic Financial Plan...
Business Development Manager - Manchester Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a...
Mortgage Adviser – East London Client: Our client is an established Estate Agency network who offers a wealth of experience and excellent range of supporting services including mortgage, conveyancing, land and new homes, residential lettings, international property investment and a team committed to property auctions to provide the complete property service Responsibilities: Front line sales person wo...
Mortgage & Protection Broker (New Homes) - South East London OTE £65k Our client firm has long established relationships with the leading UK builders and developers, with a successful and robust New Build proposition throughout the South East. They have recently been instructed with several new sites and need strong Mortgage Adviser’s to compliment the expanding sales team and to cover the increased lead...
Mortgage & Protection Broker (New Homes) - North London OTE £65k Our client firm has long established relationships with the leading UK builders and developers, with a successful and robust New Build proposition throughout the South East. They have recently been instructed with several new sites and need strong Mortgage Adviser’s to compliment the expanding sales team and to cover the increased lead sour...
Mortgage & Protection Broker (New Homes) - Essex OTE £65k Our client firm has long established relationships with the leading UK builders and developers, with a successful and robust New Build proposition throughout the South East. They have recently been instructed with several new sites and need strong Mortgage Adviser’s to compliment the expanding sales team and to cover the increased lead source<br /...
Search Consultancy are currently recruiting for a well renowned firm of Independent Financial Advisers. They offer a wide range of financial planning solutions to individuals and companies. The main purpose of this position is to assist the existing team in the buying and selling of client investments. This is a great opportunity for experienced Paraplanners to develop their existing skills. KEY RESPONSIBILITIES Communicating ...
Position: Paraplanner Salary: £24,000 - £28,000 Location: Birmingham We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisors based in Birmingham. Ideally you will be Diploma qualified or close to it, and will be responsible for assisting a team of experienced IFA's within the company Duties and Responsibilities: Ascertain that procedures...
My client is looking for a candidate with previous experience within an IFA office. Key Responsibilities Be the point of reference for T & C issues in the business areas Maintain own competence & regulatory knowledge Review client files and identify any failures, manage own workload and maintain accurate and compliant T & C records. Monitor adviser competency across Mortgage, Protect...
We are looking to recruit a Project Implementation Analyst to be responsible for identifying and documenting business requirements to facilitate project implementation. This role shall be responsible for tracking projects status and collaborate to deliver projects within the specified timescales, cost, quality and scope defined by the business. The successful candidate will be required to proactively communicate with internal customers to a...
859 jobs matching this search were posted in the last week
Business Development Manager - Liverpool / Manchester Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business....
Our client is one the leading Building Societys in the country and they are looking for qualified CeMAP advisers to joinj their team The is an office/Telephone based role Basic salary up to £30,000, dependent on experience and qualifications, plus excellent benefits and incentive scheme. The current opening hours are 8am to 8pm, including weekends and bank holidays. Hours of work are 35 hours per week, with work pat...
Our client is one the leading Building Societys in the country and they are looking for qualified CeMAP advisers to joinj their team The is an office/Telephone based role Basic salary up to £30,000, dependent on experience and qualifications, plus excellent benefits and incentive scheme. The current opening hours are 8am to 8pm, including weekends and bank holidays. Hours of work are 35 hours per week, with work p...
Organisation Description Our client is an exciting and growing IFA Firm who is recruiting for a senior sales support Administrator to join their expanding team. Supporting up to 4 Advisers you will sit in a small team of sales support Administrators. Job Description To provide both clerical and administrative support to ensure smooth running of the firm.<br...
Mortgage & Protection Broker - Hull Up to £24k Basic + Uncapped Commission OTE £55k Our client is one of the fastest growing mortgage networks in the UK, and is seeking enthusiastic and experienced Mortgage and Protection Brokers to cover qualified leads provided by their network of Independent Estate Agents. Access to exclusive Mortgage schemes Full protection range. Full support...
Protection Adviser - Hampshire / Wiltshire £60k OTE Our client is the UK’s leading provider of financial services to HM Armed Forces, specialising in life/critical illness/serious illness and general insurance (including kit cover). They are seeking self motivated professional protection advisers to add to their well established team and provide a service to their expanding lead source. Full training provided, adminis...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
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Date: 7 June
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Bristol, Avon
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£35,000 - £60,000 per annum
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3 applications
Cute Resource Solutions are really excited to be working with a well-established Financial Services business based in Bristol, with 12 offices in major locations across the UK our client have developed an excellent reputation and have an excellent success story to tell to any new employee. Our client are looking for an experienced Independant Financial Advisor/Consultant to build strong relationships and secure new business in the locality ...
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Date: 11 June
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Bristol, Avon
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£35,000 - £40,000 per annum
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4 applications
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
Business Development Manager - Carlisle Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business. With a h...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
