-
Date: 4 days ago
-
Bristol, Avon
-
£450.00 - £550.00 per day
-
1 application
Our client is discretely branded but with immense presence and high profile market position. They have global reach and recognition. They offer the full range of wealth management services including investment management and specialist services tailored to meet individual circumstances and needs. In this role you will be responsible for managing a technical Research Team. This will include sampling work and providing training and coa...
Our client is a very well established traditional Investment Management company with a sizeable operation in Exeter. In this role you will provide a professional investment service to HNW clients, developing existing and new client relationships. You will work with a senior Investment Director reviewing portfolios for the ongoing suitability of investments and to ensure objectives are being met. You’ll arrange deals for clients in st...
A leading Wealth Management practice with an enviable reputation in the service and financial solutions they provide are now looking to recruit a Technical Paraplanner. The business requires a high calibre candidate who shares the same ethos and puts the client at the heart of everything they do. The successful candidate will assist in the day to day running of the Managing Directors business by assessing client scenarios, formulating advic...
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other re...
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other re...
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other r...
-
Date: 7 May
-
Bristol, Avon
-
£16,000 - £18,000 per annum
-
100+ applications
Our client one of the UK’s leading Advisory firms is looking to appoint an experienced Receptionist/Administrator to provide support to advisers and administration staff and act as the first point of contact into the business. Main duties and responsibilities of the role are as follows; Provide full support to the Advisers whilst their PA’s are away from the office and follow the PA’s procedures Organising refres...
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other re...
-
Date: 5 days ago
-
Maidstone, Kent
-
£20,000 - £25,000 per annum, inc benefits
-
5 applications
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other re...
-
Date: 5 days ago
-
Guildford, Surrey
-
£20,000 - £25,000 per annum, inc benefits
-
4 applications
One of the UKs leading Financial Services organisations is looking for an experienced Sales Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as well as other re...
Our client is leading provider of investment solutions to the IFA market. Due to expansion of their Bristol office and a sharp increase of work load they need to recruit an experienced Cash & Reconciliations manager to head up that part of the business. You will be responsible for ensuring that the Cash & Reconciliations team are meeting best practice requirements and ensuring that all assets held are processed & reconcile...
A wealth management company with over 25 years in business is looking to expand its team and take on an adviser to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence - with a clear idea of their target return and the level of risk...
A wealth management company with over 25 years in business is looking to expand its team and take on a graduate to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence with a clear idea of their target return and the level of risk i...
14 jobs matching this search were posted in the last week
-
Date: 10 May
-
Bristol, Avon
-
£16,000 - £25,000 per annum, OTE
-
12 applications
Our client a nationwide financial services company that has been successfully trading for over 100 years is looking to appoint a highly motivated and exceptional communicator to join the team as a Retention Specialist. Operating from their vibrant offices in Bristol your role will be to generate revenue through outbound calls to new and existing clients whilst providing excellent levels of customer service. You will be targeted with p...
-
Date: 6 days ago
-
Bristol, Avon
-
£22,000 - £25,000 per annum, inc benefits
-
7 applications
This is a fantastic opportunity to work for a well respected and dynamic financial services organisation in Bristol who is looking to appoint an experienced Sales Support Coordinator to support two senior pension consultants. You will be involved in reviewing and researching existing schemes, implementing new schemes, dealing with client files, corresponding with clients and building strong relationships to ensure a high level of cust...
Our client a highly regarded and well known Wealth Manager in Cheltenham is seeking to add additional technical resource to their small busy team by recruiting a technical Paraplanner. In this role you will provide support for a senior Director facilitating the smooth processing of new and existing business and the preparation of reports and documentation including report writing. This team concentrates predominantly in the retirement...
Our client is one of the largest independent private client investment managers in the UK. They are committed to providing a highly personal service to their clients through regular reviews. In this role you will assist with the administration of private client portfolios in accordance with the client’s individual investment objectives. Main Activities: Provide a professional service to all clients, developing existing a...
-
Date: 9 May
-
Bristol, Avon
-
£25,000 - £30,000 per annum, inc benefits
-
30 applications
Our client is traditional Investment Management offering in central Bristol and is looking to recruit an Assistant Investment Manager to join their highly driven team of Directors. This firm is highly respected in the local market. With ambition to become a fully qualified Investment Manager in the future, in the short term, while you qualify and gain experience, you will be involved with a range of duties. You will support Investment...
Our client is a very well established Financial Services Business based in Taunton. They are currently recruiting an individual to work as aParaplanner joining their highly motivated team in a sociable office. The purpose of this role is to provide support to IFAs, including preparation for client meetings, creating investment summaries, maintaining client records and processing new business applications. The role will involve ...
-
Date: 1 week ago
-
Bath, Somerset
-
£16,000 - £19,000 per annum
-
6 applications
Our client a leading and dynamic investment company is looking for a Back Office Investment Administrator to join them at their offices in Bath. The central responsibilities include; Broker Admin - To provide the most efficient commission, registration and network support service. Customer Relations - Deal with queries and requests from Financial Advisers and on occasions their clients. New Investments - R...
Our client a highly regarded and well known Wealth Manager in Cheltenham is seeking to add additional technical resource to their small busy team by recruiting a Part-Time Paraplanner. In this role you will provide support for a senior Director facilitating the smooth processing of new and existing business and the preparation of reports and documentation including report writing. This team concentrates predominantly in the retirement...
-
Date: 9 May
-
Bristol, Avon
-
£25,000 - £32,000 per annum
-
9 applications
A fantastic opportunity has arisen to work for one of the largest international financial services companies in Bristol as an experienced Compliance Auditor. Within this role you will be responsible for monitoring the advice given by Advisers to ensure adherence to FSA regulation and TCF. This will involve the following; Undertaking compliance audit work, including regular and ad-hoc reviews of client files, suitab...
Working for a leading UK Wealth Management company which distributes a range of Investment and Retirement products, with the aim of providing market leading solutions for high net worth individuals. Working from home, covering South East, this is a high profile role with excellent career prospects. In this role you will be responsible for assisting with Investment production and you will work very closely with the a sales team to dri...
Our client a dynamic investment business in Bath is looking to appoint an experienced Investment Administrator to join their busy team dealing and processing the distribution of Corporate Actions and Dividends. Role Responsibilities: To process all equity, unit trust, OEIC, income and accumulation units received, on our internal system, ensuring a high degree of accuracy at all times. To deal with any client...
Our client is a leading UK life office whose proposition is to provide affordable pension solutions ensuring customers enjoy financial freedom in their later years. The company is proud of their heritage and to play such an important and valuable role in people's lives. Their proposition is only available through Independent Financial Advisers and the business is owned by the UK’s largest mutual Life and Pensions company which means that Ad...
