Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Finance Administrator opportunity to join a fee-based Wealth Management organisation located in Reading. Using your Financial Services Finance administrative experience you will provide a high level of quality support to the Operations Director, working closely with the Sales Support Administration...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Finance Administrator opportunity to join a fee-based Wealth Management organisation located in Reading. Using your Financial Services Finance administrative experience you will provide a high level of quality support to the Operations Director, working closely with the Sales Support Administration...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Finance Administrator opportunity to join a fee-based Wealth Management organisation located in Reading. Using your Financial Services Finance administrative experience you will provide a high level of quality support to the Operations Director, working closely with the Sales Support Administration...
A great opportunity has arisen to join a successful firm of Independent Financial Advisers based in Bristol as Senior IFA Administrator. Working in their office near the City Centre you will proactively support a Director on a one to one basis. Whilst not exhaustive your key responsibilities will be:- • Processing client new business and seeing it through to completion. • Managing existing ...
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Date: 14 May
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Bristol, Avon
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£25,000 - £27,000 per annum
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5 applications
This well established Bristol based IFA firm are seeking an experienced IFA Administration Manager to be responsible for the smooth and efficient running of their successful Sales Support Team and overall administrative function. Reporting directly to the MD, you will hold responsibility for approximately 7 direct reports. The office is near to the City Centre. The Company has an excellent reputation as a 'trusted adviser’...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. An exciting Financial Controller opportunity exists to join a fee-based Wealth Management organisation located in Reading. Using your existing senior level finance experience you will provide an all-important management accounting service by working closely with the Finance Director, Compliance Department, Bank, HMRC and other ...
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Date: 17 May
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Bristol, Avon
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£35,000 - £40,000 per annum
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1 application
Opportunity: Financial Planner (employed) Based: Bristol Company Type: Financial Planning Business Salary Range: Between £35,000 - £40,000 (dependent upon skills, experience and professional qualifications). Company Overview: A firm of financial planners who have a strong connection to a Chartered Accountancy business. They are l...
Our client is looking for a Technical Compliance Consultant to be located in Milton Keynes. Using your existing technical and compliance experience you will provide an all-important service to the Directors and Advisers. This is a proactive role and will see you building strong relationships with internal colleagues, clients, other associated third parties and introducers. You will occasionally be required to travel to the...
Our client is looking for a field based Training and Competence Consultant. Using your existing training and compliance experience you will provide an all-important service to the Directors and Advisers. This is a proactive role and will see you building strong relationships with internal colleagues, clients, other associated third parties and introducers. This will be a predominantly home based role but you will be required to...
Opportunity: Head of Telesales - Healthcare Based: Yate, Bristol Company Type: Financial Services Intermediary Salary Range: £60,000 - £70,000 (dependent upon skills, experience, professional qualifications). Company Overview: An Award-Winning Intermediary who provide advice in the employee benefits and healthcare sector. A professional c...
Opportunity: Head of Telesales - Healthcare Based: Yate, Bristol Company Type: Financial Services Intermediary Salary Range: £60,000 - £70,000 (dependent upon skills, experience, professional qualifications). Company Overview: An Award-Winning Intermediary who provide advice in the employee benefits and healthcare sector. A professional c...
Opportunity: Head of Telesales - Healthcare Based: Yate, Bristol Company Type: Financial Services Intermediary Salary Range: £60,000 - £70,000 (dependent upon skills, experience, professional qualifications). Company Overview: An Award-Winning Intermediary who provide advice in the employee benefits and healthcare sector. A professional c...
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Date: 18 May
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Exeter, Devon
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£23,000 - £28,000 per annum
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1 application
Our client, a well established and professional Financial Services Practice is looking for an experienced Paraplanner to be based from their office in Exeter. This is an excellent opportunity where you will provide a first class paraplanning service to one of the senior management team. The role will see you providing comprehensive, high quality research; writing detailed reports; dealing with client queries; preparing informat...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. • Do you have a financial services background and strong people skills? • Are you experienced in recruiting IFA firms within the financial services industry? • Do you have strong negotiation skills and a proven background in a client facing environment? • Are you looking for a varied and challenging ...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Acquisition Executive opportunities exist to join a fee-based Wealth Management organisation located in Reading. It is primarily a reactive role working with the Acquisitions/M & A team to qualify practices that have been identified, and/or put themselves forward for acquisition. There will be an element ...
Our client is looking for a Technical Compliance Consultant to be located in Milton Keynes. Using your existing technical and compliance experience you will provide an all-important service to the Directors and Advisers. This is a proactive role and will see you building strong relationships with internal colleagues, clients, other associated third parties and introducers. You will occasionally be required to travel to the...
Opportunity: Sales Support Administrator/IFA Administrator - 12 month contract Location: Bath Company: Independent Financial Adviser Salary Range: Negotiable + benefits Company Overview: A long-established and well-respected national firm of Independent Advisers, who offer qual...
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Date: 30 April
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Bristol, Avon
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£25,000 - £27,000 per annum
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1 application
This well established Bristol based IFA firm are seeking an experienced IFA Administration Manager to be responsible for the smooth and efficient running of their successful Sales Support Team and overall administrative function. Reporting directly to the MD, you will hold responsibility for approximately 7 direct reports. The office is near to the City Centre. The Company has an excellent reputation as a 'trusted adviser’...
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Date: 30 April
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Bristol, Avon
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£25,000 - £27,000 per annum
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1 application
This well established Bristol based IFA firm are seeking an experienced Administration Manager to be responsible for the smooth and efficient running of their successful Sales Support Team and overall administrative function. Reporting directly to the MD, you will hold responsibility for approximately 7 direct reports. The office is near to the City Centre. The Company has an excellent reputation as a 'trusted adviser’ and offe...
Due to continued success, our client is seeking an experienced Sales Support Administrator to join an existing team who provide support to some of company’s highest producing Advisers. This role is currently based in Clifton, Bristol, however in a few months the company will be relocating to Chipping Sodbury. Your role as Sales Support Administrator will involve: • New business processing from...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. • Do you have a financial services background and strong people skills? • Are you experienced in recruiting IFA firms within the financial services industry? • Do you have strong negotiation skills and a proven background in a client facing environment? • Are you looking for a varied and challenging ...
A very good opportunity has arisen to join the Financial Planning division of a very successful Chartered business. Working as an Independent Financial Adviser from their Cheltenham Office you will be provided with an existing portfolio of clients. You will need to be able demonstrate success in your career to date and be experienced in a broad range of financial planning i.e. life, pensions and investment planning. This ...
A very good opportunity has arisen to join the Financial Planning division of a very successful Chartered business. Working as an Independent Financial Adviser from their Worcester Office you will be provided with an existing portfolio of clients. You will need to be able demonstrate success in your career to date and be experienced in a broad range of financial planning i.e. life, pensions and investment planning. This i...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Acquisition Executive opportunities exist to join a fee-based Wealth Management organisation located in Reading. It is primarily a reactive role working with the Acquisitions/M & A team to qualify practices that have been identified, and/or put themselves forward for acquisition. There will be an element ...
Sandringham Wood Recruitment has been exclusively retained on behalf of our Wealth Management client. Exciting new Acquisition Executive opportunities exist to join a fee-based Wealth Management organisation located in Reading. It is primarily a reactive role working with the Acquisitions/M & A team to qualify practices that have been identified, and/or put themselves forward for acquisition. There will be an element ...
