Transactions The WTW Transactions team advises trustees and companies on their de-risking strategy and advises on the implementation of longevity hedg...
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Transactions The WTW Transactions team advises trustees and companies on their de-risking strategy and advises on the implementation of longevity hedging transactions (buy-ins, buyouts and longevity swaps) as well as evolving propositions in this are...
Our client is a successful financial planning business who are looking for a Compliance Officer to join the team. Reporting to the Compliance Director, the role holder will be instrumental in developing, implementing and monitoring effective complian...
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Our client is a well-respected and growing Wealth Management firm. Due to continued growth and success the firm is looking to recruiter a Business Monitoring Officer to check the suitability of advice provided by Advisers to ensure a high standard in...
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This role is for those who are self employed and looking for pre qualified leads and administration support. This is a self employed role working for a quality firm that is designed to allow brokers to focus on speaking with clients and giving a grea...
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My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you...
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My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an ex...
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Investment Administrator Leeds, West Yorkshire Basic to 40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition...
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My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. We are currently seeking experienced qualified (Financial Planning Certificate / Di...
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A rare opportunity has arisen with a leading private bank who require a Wealth Manager to join their busy team based in the center of Leeds. The existing team currently manage over 1bn of ultra-high-net-worth private client assets which continues to ...
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IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assist...
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Leading and delivering the intermediary and direct Mortgage sales and distribution strategy for one of the UK’s longest-established Building Societies. About the role. This role requires you to be proactive, determined, and self-motivated so that sal...
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At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and iden...
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