Organisation Description A South Wales based IFA is seeking an experienced Financial Services Paraplanner/Administrator to join their business which offers a forward thinking approach and can offer progression and development down the technical or advisory route. Job Description My Client is flexible and open to look at either experienced Paraplanners or experienced ...
Organisation Description A South Wales based IFA is seeking an experienced Financial Services Paraplanner/Administrator to join their business which offers a forward thinking approach and can offer progression and development down the technical or advisory route. Job Description My Client is flexible and open to look at either experienced Paraplanners or experienced ...
Organisation Description My Client is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing Self Invested Pension and Investment Portfolios. Job Description The role is to provide Paraplanning support to a number of IFAs mainly within Pensions & Investments. The opportunity offers a degree of ...
Organisation Description My Client is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing Self Invested Pension and Investment Portfolios. Job Description The role is to provide Paraplanning support to a number of IFAs mainly within Pensions & Investments. The opportunity offers a degree of ...
Organisation Description A well-established IFA firm in Swansea has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from the company’s 20 year history.. W...
Organisation Description Our client is the largest South West Wales insurance broker. With our size and purchasing power we have been able to negotiate special deals with insurers on many types of insurance including motor, household, buy to let and business insurance. Job Description • Meeting the target objective for new business, renewals and cross selling performance. •...
Organisation Description We are currently recruiting on behalf of a client in Swansea that are seeking to recruit an experienced Commercial Claims handler for their team in Swansea. The successful candidate will have come from a claims background and will have dealt with a range of claims most notably Liability and Property claims. This Candidate will provide a excellent and efficient service to insu...
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 One of the countries leading independent Insurance Brokers requires an experienced Commercial Account Handler to join their busy Swansea office. This is an excellent opportunity for an experienced Commercial Account Handler to join a company that invests in personal development and offers the chance for real career progression. Job Description <br /...
Organisation Description One of the countries leading independent Insurance Brokers requires an experienced Commercial Account Handler to join their busy Swansea office. This is an excellent opportunity for an experienced Commercial Account Handler to join a company that invests in personal development and offers the chance for real career progression. Job Description <br /...
Organisation Description A well-established IFA firm in South Wales has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of individuals. Job Description You will be responsible for a huge client bank and for following up leads from other areas of the business. While advice will be across the board, it is essential th...
Job Description My client in Swansea is an established IFA firm with over £100m under management. They have over £500k on trail and this is a great opportunity for an experienced IFA to come in and service existing clients. With the quality of the client bank on offer, you can comfortably write in excess of £100k, easily validate a £30k salary, and earn plenty of bonus on top of that at a rate of 30% (likely to increa...
Organisation Description A South Wales based IFA is seeking an experienced Financial Services Paraplanner/Administrator to join their business which offers a forward thinking approach and can offer progression and development down the technical or advisory route. Job Description My Client is flexible and open to look at either experienced Paraplanners or experienced ...
Organisation Description Provide management and administrative input for the office to ensure the smooth running of the branch Job Description Office management duties include taking responsibility for: - Responsible for all premises including tenants meeting, health and safety & business continuity Administration duties inclu...
Organisation Description Provide management and administrative input for the office to ensure the smooth running of the branch Job Description Office management duties include taking responsibility for: - Responsible for all premises including tenants meeting, health and safety & business continuity Administration duties</strong...
Organisation Description IFA Office Manager Provide management and administrative input for the office to ensure the smooth running of the branch Job Description Administration duties include: - Prime task is organisational - Responsibility for new client take on - Arranging and co-ordinating marketing and semina...
Organisation Description Provide management and administrative input for the office to ensure the smooth running of the branch Job Description Role: IFA Office Manager Office management duties include taking responsibility for: - Responsible for all premises including tenants meeting, health and safety & business continuity ...
Organisation Description We are currently recruiting on behalf of a client in Swansea that are seeking to recruit an experienced Commercial Claims handler for their team in Swansea. The successful candidate will have come from a claims background and will have dealt with a range of claims most notably Liability and Property claims. This Candidate will provide a excellent and efficient service to insu...
Organisation Description We are currently recruiting on behalf of a client in Swansea that are seeking to recruit an experienced Commercial Claims handler for their team in Swansea. The successful candidate will have come from a claims background and will have dealt with a range of claims most notably Liability and Property claims. This Candidate will provide a excellent and efficient service to insu...
Organisation Description We are currently recruiting on behalf of a client in Swansea that are seeking to recruit an experienced Commercial Claims handler for their team in Swansea. The successful candidate will have come from a claims background and will have dealt with a range of claims most notably Liability and Property claims. This Candidate will provide a excellent and efficient service to insu...
Organisation Description We are currently recruiting on behalf of a client in Swansea that are seeking to recruit an experienced Commercial Claims handler for their team in Swansea. The successful candidate will have come from a claims background and will have dealt with a range of claims most notably Liability and Property claims. This Candidate will provide a excellent and efficient service to insu...
Organisation Description My Client has an excellent opportunity for an Employed IFA with leads provided . You are also expected to manage and run the IFA practice including supervising the Admin Team and existing advisors They provide a holistic financial planning service for both personal or corporate clients incorporating the use of protection ...
Organisation Description A South Wales based IFA is seeking an experienced Paraplanner to join their business which offers a forward thinking approach and can offer progression and development down the technical or advisory route. Job Description You will provide full sales support duties including carrying out financial research and analysis and preparing client rep...
Organisation Description One of the countries leading independent Insurance Brokers requires an experienced Commercial Account Handler to join their busy Swansea office. This is an excellent opportunity for an experienced Commercial Account Handler to join a company that invests in personal development and offers the chance for real career progression. Job Description <br /...
Organisation Description One of the countries leading independent Insurance Brokers requires an experienced Commercial Account Handler to join their busy Swansea office. This is an excellent opportunity for an experienced Commercial Account Handler to join a company that invests in personal development and offers the chance for real career progression. Job Description <br /...
