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Jobs from Coast Specialist Recruitment

Jobs from Coast Specialist Recruitment

Coast was founded in 2006. Today, we are one of the UK's leading recruiters to the Financial Services and Insurance job markets.  Our head office is based on the outskirts of London/Essex, but along with our Surrey office, we cover the whole of the British Isles. Over the years we have nurtured a collaborative and people-focused culture because we believe th…

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Paraplanner

Posted 19 November by Coast Specialist Recruitment Easy Apply

Paraplanner The Role A qualified and experienced Paraplanner, based within the Private Wealth Team in London. You will support four Partners in the practice. The team consists of five Client Experience Executives (who deal with the administration and are the primary contact for the Partners’ clients)...

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Paraplanner

Posted 19 November by Coast Specialist Recruitment Easy Apply

Paraplanner The Role A qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge. You will support four Partners in the practice. The team consists of five Client Experience Executives (who deal with the administration and are the primary contact for the Partners’ clients)...

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Client Experience Executive

Posted 19 November by Coast Specialist Recruitment Easy Apply

Client Experience Executive Responsibilities To have a thorough understanding of the sales process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. To follow internal processes to deliver what clients perceive to be a personalised...

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Client Experience Executive

Posted 19 November by Coast Specialist Recruitment Easy Apply

Client Experience Executive Responsibilities To have a thorough understanding of the sales process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards. To follow internal processes to deliver what clients perceive to be a personalised...

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Mortgage Administrator/Processor-Egham To £25,000

Posted 19 November by Coast Specialist Recruitment Easy Apply

This is a rare opportunity with a Specialist Loan Brokerage based in Egham. You will be responsible for assisting a small team of Advisors, focusing on a full range of specialist loans and the respective research involved in the initial stages of the prospective loan. Applicants will need to be professional...

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Chief Executive Officer - Secured Lender - North London

Posted 19 November by Coast Specialist Recruitment Easy Apply

An outstanding opportunity has arisen within a specialist UK lender who are keen to appoint a suitably skilled individual to act as CEO and oversee the next stage in their growth plan. Consumer focused, our client provides a diverse range of products and offer sustainable financial solutions to private...

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Data and Quality Control Administrator

Posted 16 November by Coast Specialist Recruitment Easy Apply

A large financial services firm based near Redditch is looking for an Administrator to join the team to ensure that all the information entered on to the database is accurate and current. Main responsibilities of the Data and Quality Control Administrator include: Ensuring that any data errors identified...

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IFA

Posted 16 November by Coast Specialist Recruitment Easy Apply

IFA Hampton Court, Surrey £40-£60,000 An exceptional opportunity has arisen for a well established successful IFA practice based within easy reach of Hampton Court. Our client is looking for an IFA to take over a client portfolio from an adviser who will be retiring. Our client specialises in the management...

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Paraplanner

Posted 16 November by Coast Specialist Recruitment Easy Apply

We are currently working with a dynamic, Independent financial Advise firm who are currently looking for high Calibre Paraplanner to help assist with the sustainable and on-going growth of the business. The successful candidate will carry out clear and detailed reports and recommendations to clients to...

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Paraplanner

Posted 16 November by Coast Specialist Recruitment Easy Apply

We are currently working with a dynamic, fast-moving Independent financial Advise firm who are currently looking for high Calibre Paraplanner to help assist with the sustainable and on-going growth of the business. The successful candidate will carry out clear and detailed reports and recommendations...

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Claims Technician

Posted 16 November by Coast Specialist Recruitment Easy Apply

My client a very well established, multi-award winning service provider is looking for a Claims technician to join there growing Essex office. To complete a monthly cycle of tasks that assists in process within the claims department. To work closely with Lloyd’s syndicates to provide a complete claims...

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Account Handler

Posted 16 November by Coast Specialist Recruitment Easy Apply

An Insurance organisation have an opportunity for a Sales Executive to join their team in there Essex office. The successful candidate will deal with both inbound and outbound calls, offering quotations, renewals and amendments. You will be proactive in exploring all sales opportunities and ultimately...

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Client services administrator

Posted 16 November by Coast Specialist Recruitment Easy Apply

A highly successful and client focused Private Client Wealth Manager is currently looking for an Client services administrator to join their growing team. The Role As a client services administrator your role will be to provide a proficient and proactive administration support service for the clients...

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2 x IFA Support Administrators - Bath To £24,000

Posted 16 November by Coast Specialist Recruitment Easy Apply

About the Company My client is one of the UK's largest and longest-established providers of high-quality financial planning advice and discretionary investment services. They aim to build and preserve their clients' wealth by providing a complete, personalised and professional service. They have specialised...

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UK Commercial Account Handler-To £30k - Billericay

Posted 16 November by Coast Specialist Recruitment Easy Apply

A new role has just come in for an experienced Uk Commercial Account Handler with a mix of Property/Liability and Fleet business. As an Insurance Account Handler, you will be responsible for the management of a portfolio of SME clients encompassing all aspects of insurance broking, such as negotiating...

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IFA Administrator

Posted 15 November by Coast Specialist Recruitment Easy Apply

IFA Administrator IFA Administrator required by family run IFA firm based in Croydon. We cover all areas of financial planning from corporate group risk and auto enrolment needs, to mortgages, investments and pensions and everything in between. The role will be to support the Firm Principal with new business...

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Customer Service Associate

Posted 13 November by Coast Specialist Recruitment Easy Apply

A successful Financial services company based in London are looking for Customer Service Associate to join their team. Based in the West End, , you will assist with and manage the following processes (includes Weekend work): Respond to customer queries via all communication channels Outbound Calling (existing...

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IFA Support Supervisor

Posted 13 November by Coast Specialist Recruitment Easy Apply

A successful and established Wealth Management practice based in Redditch, has an excellent opportunity for an IFA Support Supervisor to join their team. The successful candidate will oversee and line manage a team of IFA Administrators to ensure timely, efficient and accurate administrative support to...

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Account Manager - (Paraplanner/IFA Support Technician)

Posted 13 November by Coast Specialist Recruitment Easy Apply

My client is a prestigious wealth management company based in Esher. They provide sophisticated, bespoke independent financial advice and related services to private clients. This role will suit a bright, personable and energetic individual. My client is a chartered firm, with a history spanning almost...

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IFA Administration Account Manager £30-£40k Surrey

Posted 12 November by Coast Specialist Recruitment Easy Apply

Outstanding new role comprising or IFA technical support and Paraplanner duties: If you are bright, personable and energetic you might have what it takes for a career within a HNW IFA practice, our client can demonstrate both professionalism and a successful track record. They have a great team of highly...

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IFA Administrator

Posted 12 November by Coast Specialist Recruitment Easy Apply

IFA Administrator My client, a sucessful wealth management firm are looking for an IFA Administrator to join their expanding team. Requirements Being able to manage an admin team and liaise with IFAs Provide support to the 3 IFAs Working in a busy office environment processing various individual products...

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IFA Administrator

Posted 12 November by Coast Specialist Recruitment Easy Apply

IFA Administrator Responsibilities Adviser Support The administrator’s role is to support the advisers in all capacities to which they have been trained, are capable and are authorised (i.e. non-advisory). This includes but not exclusively: Sending out Advisory (Suitability) letters and enclosures Composing...

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Paraplanner

Posted 12 November by Coast Specialist Recruitment Easy Apply

Paraplanner The Role My client, a long established professional financial advisory, are looking for a Paraplanner to support the advisory team. The role requires fully comprehensive Paraplanning support where you will instigate and complete research, prepare recommendations, write relevant client reports...

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IFA Compliance Manager - City Of London

Posted 12 November by Coast Specialist Recruitment Easy Apply

A busy IFA practice in the City of London is looking to recruit a Compliance Manager to join the group to ensure that the firm implements its risk based compliance procedures working along side the Managing Director and Financial Advisers, Investment Managers ensuring that all regulatory reports required...

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Paraplanner - Part time (hours to suit)

Posted 9 November by Coast Specialist Recruitment Easy Apply

Our client, a well established, prestigious and successful IFA practice with an impressive client bank that includes personalities from the entertainment and media world is looking for experienced and qualified financial services professional to assist the team. The jobholder will be working for two advisers...

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