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Experienced Mortgage and Protection Adviser - Cardiff - To be considered for this role, you must hold CeMAP qualification or equivalent. What’s on off...
Mortgage and Protection Advisor Self-employed Fully remote - Anywhere in the UK Leads Provided A well esatablished principal business in the the Cambr...
This respected investment management business is currently seeking a portfolio assistant to work out of their Cardiff office. In this role you will provide administration service and support to investment managers, portfolio managers and clients. Asp...
Job Role: Financial Planner (Existing Client Book) Location: South Wales (Cardiff Office) Salary: 70,000- 80,000 Bonus Ref: 9589 Recruit UK is working with an established IFA in Cardiff who is seeking a Financial Planner to join their team. This role...
Things haven’t quite gone to plan have they? You love being a financial planner but you’re at the stage of your career where you need support. You need access to clients. You need direction. In short you need a business to invest in you and provide t...
Recruit UK are working with a fantastic national Corporate Financial Services Firm who are looking for an IFA Administrator to work within their Client Administration team based in Cardiff. The role will see you working closely with the Adviser Suppo...
Job Title: Paraplanner Industry: Wealth Management Location: Cardiff Salary: Up to 45,000 Job Reference: 9736 Job Description: Are you an experienced paraplanner looking to join an award-winning firm? Are you looking to join a wealth management firm ...
A fantastic opportunity to join an established Financial Management company in Cardiff as a Financial Planner on a permanent basis. In this key role, you will provide clients with advice and make recommendations on ways to best utilise their assets t...
A fantastic opportunity to join an established Financial Management company in Cardiff as a Paraplanner on a permanent basis. In this key role, you will technical and research support to Financial Planners in the delivery of their advice to clients, ...
Independent Financial Adviser - Cardiff - up to 70,000 We are working with a well-established and National IFA with offices across the UK.As a company they have over 6bn AUM and over 100 financial Advisers. You will be working out of their Cardiff of...
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload...
We are working with an IFA in Cardiff City Centre who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately 20m aum. As a Financial Adviser you will provide an ongoing holistic financial plannin...
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existi...
Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...
DB Transfer File Checker Cardiff Hybrid working This role is best suited for those individuals who have worked with DB pensions either in a compliance, advisory or Paraplanning capacity. A pension transfer specialist qualification such as AF7/AF8/G60...
Job Role: Financial Planner (Existing Client Book) Location: South Wales (Cardiff Office) Salary: 70,000- 80,000 Bonus Ref: 9589 Recruit UK is working with an established IFA in Cardiff who are seeking a Financial Planner to join their team. This rol...
Trainee Mortgage Advisor – Cardiff Location: Cardiff Salary: Basic up to 25,000 (including car allowance) Financial Guarantees for First 5 Months On Target Earnings (OTE): 45,000 - 50,000 Job Type: Full-Time, Permanent Industry: Financial Services / ...
Experienced Financial Adviser Cardiff Salary: 70k-80k Bonus Existing client bank | 60m AUM | 110-140 clients Ready to accelerate your career without the endless grind of building a client bank? This role puts you straight into an established portfoli...
File Checker Cardiff Hybrid Working This role is best suited to individuals with at least 5 years of experience within financial services, currently in a compliance, advisory or Paraplanning role and holding a level 4 diploma. You will be utilising y...
An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Penarth? This company prides it...
When we say this is a big opportunity we mean it. And we have the evidence to back it up. Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region supports 8 IFAs with 12,000 clients and...
Due to continued success, our client, a hugely respected IFA Practice, is seeking an industry-experienced, ambitious and dedicated Paraplanning Manager with a focus on technical excellence and compliance to join their Leadership Team on a permanent b...
Chartered Financial Planner Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and Financial Planner, to deliver high-quality, holistic advice a...
Paraplanner - Hybrid working Our client, a hugely reputable and long-established financial planning firm, are currently expanding their team due to ongoing growth and success and are actively seeking an experienced and dedicated Paraplanner The ideal...
I am working with a respected network who has enjoyed success recently with the new member firms joining and the teams growing. Due to this they need to bring on an additional T&C Manager to supervise the Advisers of the network, ranging from newly q...
We are currently looking for a Mortgage Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cardiff. The position will be based in the Cardiff office, with leads provided from the Estate Agency t...
Mortgage and Protection Advisor Self-employed Fully remote - Anywhere in the UK Leads Provided A well esatablished principal business in the the Cambridge area is seeking a Mortgage and Protection Advisor to join their growing team This principal own...
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