Client Our client is a long established and successful family run Insurance broker in Cardiff who has an ethos of providing excellent customer service and building lasting client relationships. As a General Insurance Consultant you will specialise in Home Insurance and Residential Lets as well as being trained to assist with all commercial classes of insurance. Role Responsibilities New Busines...
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Date: 5 days ago
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Bristol, Avon
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£20,000 - £30,000 per annum
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4 applications
Are you an experienced commercial property administrator looking to get into the pensions market, if you are my client, a leading provider of SIPP and SSAS in the UK is looking for an experienced administrator to join their offices to assist in the management of properties held under various pension schemes. This role will involve:- Dealing with daily telephone/post/fax and email enquiries Complete & Revi...
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Date: 5 days ago
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Bristol, Avon
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£20,000 - £30,000 per annum
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2 applications
Our client, a leading provider of SIPP and SSAS in the UK is looking for a SSAS Property Administrator to join their offices to assist in the management of properties held under various pension schemes. This role will involve:- Dealing with daily telephone/post/fax and email enquiries Complete & Review post completion legal documents Complete & Review post completion legal documents such as lea...
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Date: 5 days ago
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Bath, Somerset
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£23,000 - £25,000 per annum
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1 application
The client Our client a leading pensions and investment provider in Bath is looking to recruit a SIPP Administrator to join their busy and expanding office. The role The main purpose of this role is to provide a SIPP administration service to customers and to Advisors, including calculating and paying benefits, undertaking regular/mandatory plan reviews and calculating death benefits. You’ll build strong relationships w...
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Date: 15 May
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Bristol, Avon
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£20,000 - £25,000 per annum, inc benefits
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3 applications
Our client an established and specialist financial services provider is looking for an Senior IFA Sales Support Administrator to join them in their Bristol offices. Your job will be to support a team of IFAs covering pensions, investments and protection. You will be obtaining information about potential and existing clients assets and the suitability of transferring these assets to enable business funding within a SSAS or SIPP ...
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Date: 5 days ago
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Bristol, Avon
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£35,000 - £50,000 per annum, negotiable
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0 applications
Company: This IFA firm is already well ahead of the RDR requirements and provides fee based financial planning advice to its loyal and strong client base. With offices on the outskirts of Bristol, they currently have around 15 advisers and a support team at their head office. Successfully trading for well over 10 years, they now are looking for some compliance support to free up the Director. The Role: Working with the ...
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Date: 5 days ago
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Bristol, Avon
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£40,000 - £80,000 per annum
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1 application
The Company: A well respected, growing and currently one of the top financial services firms in the country is looking to expand its financial planning division. Having made acquisitions nationwide, they now need high quality financial planners to service their client banks, and provide bespoke, fee based holistic advice. With nationwide coverage and a number of professional awards to their name, this firm is RDR ready and has exciti...
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Date: 5 days ago
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Bristol, Avon
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£30,000 - £35,000 per annum, pro-rata
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4 applications
Company: This IFA firm is already well ahead of the RDR requirements and provides fee based financial planning advice to its loyal and strong client base. With offices on the outskirts of Bristol, they currently have around 15 advisers and a support team at their head office. Successfully trading for well over 10 years, they now are looking for some compliance support to free up the Director. The Role: Working closely w...
Our client has over £850m of funds under management and is growing consistently month on month. However meeting ongoing ambitions as well as the challenges of the RDR requires a new strategic approach and consequently a revised business model. As a result, our client intends to create four separate channels; each with its own sales director, responsible for driving business through it and recruiting and retaining within it....
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Date: 15 May
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Swindon, Wiltshire
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£80,000 - £95,000 per annum, inc benefits, OTE
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1 application
Our client has over £850m of funds under management and is growing consistently month on month. However meeting ongoing ambitions as well as the challenges of the RDR requires a new strategic approach and consequently a revised business model. As a result, our client intends to create four separate channels; each with its own sales director, responsible for driving business through it and recruiting and retaining within it. <...
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Date: 14 May
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Bristol, Avon
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£24,000 - £27,000 per annum
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2 applications
Our client is a leading pension’s provider and due to continued growth need to recruit an experienced SIPP professional to take on and establish a new role providing training and staff development to new and existing staff. The main duties of the role are as follows: Review current training programme to ensure it meets company standards Design a best practice handbook for a point of reference for staff Tr...
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Date: 14 May
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Bristol, Avon
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£20,000 - £24,000 per annum
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1 application
Our client is looking to recruit an experienced Senior IFA Administrator. This is a fantastic opportunity for someone wanting to build upon their knowledge and skills within the financial services industry in a team of committed and highly professional individuals. The main duties of the role will include: Submitting and processing new business and dealing with information that arises from this Producing and issui...
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Date: 18 May
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Bristol, Avon
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£34,000 - £42,000 per annum
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3 applications
Our client is one of the largest retails banks in the UK with a number of leading market positions. An exciting opportunity for has arisen for an enthusiastic, team orientated and task focused individual to join this busy team as a Developer, specializing in the technical progression and support of the current analysis platform using Microsoft Business Intelligence technologies whilst supporting tactical MI solutions with a mix of Ac...
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Date: 14 May
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Bath, Somerset
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£23,000 - £26,000 per annum
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5 applications
A fantastic opportunity has become available for an experienced Team Leader from an Insurance background to join an established and very reputable Insurance Broker in Bath. You will be responsible for overseeing all aspects of broking and claims within the Personal Lines business, liaising closely with other areas of the business. Responsibilities will include the following; Conduct 121s/appraisals and coaching of ...
The company Aleading financial solutions and insurance company who provide personal wealth management services to private clients are looking for Financial Planners to work in their fee based wealth management planning environment. The role The successful candidate will look after an existing bank of HNW clients providing holistic financial planning. You will be required to develop exceptio...
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Date: 6 days ago
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Bath, Somerset
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£40,000 - £45,000 per annum
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3 applications
Our client operates at the forefront of service and technology innovation within the investment arena and is increasing FUM month on month. This exciting opportunity now exists for an experienced Financial Services or Wrap Professional to take on the running of very varied project and implementation work. We are looking for a Project Manager, with scrum knowledge and financial services experience for this rapidly growing firm. As Pro...
Our client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is recruiting an Investment Assistant to join their Bath office. The company benefits from a strong and dedicated Research department who are equipped with the latest technology and analytical systems to assist their overall strategy and equip their Investment Managers with vital recommendations, ensuring they ...
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Date: 17 May
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Bath, Somerset
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£18,000 - £24,000 per annum
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3 applications
Our client a dynamic and rapidly expanding investment business is currently looking for a bright individual to asses the suitability of investment products and maintain the integrity of data on the company’s WRAP platform on an ongoing basis The main responsibilities of the role will be: Assessing the suitability of new investment products for the platform Adding funds and stocks to the platform for purchase by cl...
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Date: 1 week ago
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Bath, Somerset
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£19,000 - £21,000 per annum, pro-rata
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10 applications
My client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is currently looking for a part time secretary to join them in their offices in Bath. Hours are negotiable but a 9.00am start and 4.00pm finish have been suggested. Main daily responsibilities will include: Processing mail Handling calls, taking messages and handling any associated qu...
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Date: 1 week ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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2 applications
The client Our client, a leading investment business, is looking for a Dividends Administrator to join their busy team in Bath. In this role you will be required to process dividends received from registrars and fund managers. The role You’ll be required to process all equity, unit trust, OEIC, income and accumulation units received, on the internal system, ensuring a high degree of accuracy at all times. You’ll...
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Date: 3 days ago
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Bristol, Avon
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£19,000 - £21,000 per annum
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2 applications
A great new opportunity has arisen to work for a very well respected and successful Insurance Broker in Bristol. Due to continuing expansion this broker are looking to grow their commercial sales team with a motivated and enthusiastic individual who has experience working within General Insurance. Role responsibilities: To maintain and develop a pipeline of prospects To prospect and secure new commerc...
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Date: 4 days ago
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Bristol, Avon
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£30,000 - £48,000 per annum
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3 applications
Our client, a very successful Financial Services provider is looking for an experienced Senior Data Analyst/Programmer to provide insight and support specific marketing campaigns. This role will involve working with internal and external colleagues to support the development and delivery of customer analytics with the Data Analytics Manager. Key accountabilities will include: Developing, implementing and runn...
Our client a leading financial services firm based in Swindon are looking for an experienced Pensions Administrator to join their busy office. Working alongside and providing proactive support to the scheme consultants to manage a portfolio of clients. You will be involved in, setting up and running schemes, managing joiners, leavers and retirements, preparing scheme reviews and governance reports. This role involves re...
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Date: 11 May
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Bristol, Avon
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£25,000 - £28,000 per annum
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3 applications
The Company: Well respected, growing and currently one of the top financial services firms in the country is looking to recruit a paraplanner for a fixed term contract to support an advisor in the office. The role: Preparing investment reports on behalf of the advisor Occasional face to face contact with clients. Dealing with clients on behalf of the advisor and other departments Faci...
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Date: 11 May
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Bristol, Avon
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£30,000 - £50,000 per annum
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1 application
Our client a leading financial services and insurance company are looking for an Employee Benefit Consultant with extensive experience within Healthcare and Group Risk to manage a portfolio of corporate clients. Role Responsibilities: Develops excellent relationships with client portfolio and ensure regular contact with all of the clients within your portfolio; Maintains a client focus and concern for quali...
