Organisation Description My client provides personal Wealth Management services to High Net Worth Private clients and are part of a larger National Company but with a strong local presence They are looking for an experienced and qualified Paraplanners with strong technical skills and knowledge around Pensions. Alternatively you will be an IFA with paraplanning experience and again a specialist in the area...
Organisation Description Employed IFA in Cardiff My client are a prominent and successful IFA practice within South Wales who are looking to introduce a further experienced Financial planner into the business. With a great reputation and an RDR ready proposition they offer the right advisor an excellent opportunity and negotiable proposition Job Descri...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description Our well-established client with an office in Cardiff has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to clients across Wales. This opportunity is flexible for you to work from either home or office and is offered on an employed salaried basis. Full administration support is also provided plus assistance with generating leads. ...
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Date: 6 days ago
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Newport, Gwent
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£14,000 - £20,000 per annum
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100+ applications
Job Description Reed Insurance are currently working with a high profile legal client with offices in Bristol and South Wales employing over over 2,000 people within the most comprehensive UK legal networks with coverage across Europe, Latin America, North America and Asia-Pacific. Our client are agile, progressive and easy to engage with. Their flexible approach to resourcing enables them to apply the rig...
Organisation Description My Client has an excellent opportunity for an Employed IFA with leads provided . They provide a holistic financial planning service for both personal or corporate clients incorporating the use of protection products, investment products, pension planning and tax planning. Job Description Excellent Emplo...
Organisation Description My client is a local successful IFA practice with offices in Cardiff and Swansea. They advise across a range of financial products from Investments to Pensions and Mortgages. Due to continuing success they are looking for a Paraplanner to join the team and undertake a number of responsibilities with the main task of completing all of the report writing especially with Pension ...
Job Description An excellent new opportunity has arisen for a Commercial Account Handler to work out of the Cardiff office of a well known National Brokerage. Successfull applicants will have experience of all areas of SME Commercial insurance ideally in a Brokerage or Underwriting capacity. A history of working with the Motor Trade sector will be especially usefull. Responsibilities would, amo...
Job Description An excellent new opportunity has arisen for a Commercial Account Handler to work out of the Cardiff office of a well known National Brokerage. Successfull applicants will have experience of all areas of SME Commercial insurance ideally in a Brokerage or Underwriting capacity. A history of working with the Motor Trade sector will be especially usefull. Responsibilities would, amongst other t...
Organisation Description A well-established international IFA firm in Cardiff has a vacancy for an innovative IFA to come in and provide holistic financial advise to a range of high net worth individuals. The firm currently have a number of loyal clients and funds under management that are not being explored from a financial planning perspective at present. Job Description</...
Organisation Description My client is a large Financial Services Company operating across a broad range of financial disciplines including Investment Management, Private Client stockbroking and Independent Financial Advice. Job Description Paraplanner / IFA Sales Support This position will encompass a number of roles and responsibilit...
Organisation Description My client is one of the UK's leading Employee Benefits companies providing a range of solutions to companies on their pension and benefit requirements. They have experience across a wide range of services incl pensions and actuarial consulting to investment consulting and SIPPS and SSASs Job Description Key Responsibilities...
Organisation Description My Client provides professional trustee and administration services in relation to Self Invested Personal Pension (SIPP) and Small Self Administered Scheme (SSAS) products. We are looking for someone with good Financial Services experience ideally pensions and an experienced team leader as the successful candidate will manager a team of up to 10 pension technicians. <stro...
Organisation Description My client is one of the UK's leading Employee Benefits providers providing a range of solutions to companies on their pension and benefit requirements. They have experience across a wide range of services incl pensions and actuarial consulting to investment consulting and SIPPS and SSASs Job Description They have a position for a S...
Organisation Description Sales Quality / Business Assurance / File Checking position (up to 4 new roles) For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and S...
Organisation Description My client provides personal Wealth Management Services to High Net Worth private clients who are part of a larger National Company but with a strong local presence They are looking for an experienced and qualified Paraplanner with strong technical skills with a bias towards Pensions Job Description Main responsib...
Organisation Description My client provides personal Wealth Management Services to High Net Worth private clients who are part of a larger National Company but with a strong local presence They are looking for an experienced and qualified Paraplanner with strong technical skills with a bias towards Pensions Job Description Main responsib...
