Latest jobs
IFA - Hampshire
Ref: 10260
Financial Adviser
£Basic salary + Bonus
Hampshire Coast
An opportunity has arisen for an experienced financial adviser to join a small successful firm dealing with both private client and corporate clients. As a result of expansion they are seeking someone RDR ready or committed to completion; someone with experience of pensions and the technical ability to advise in this area,
the ability to generate new business from existing clients and attract new clients; experience of writing reports, presentation and tender documents and also demonstrate excellent written and verbal communication skills. The role will involve working closely with a director and dealing with all aspects of the sales and support cycle including reviews , analysis and research and provision of reports. The company are very client service focused and work within the corporate and private client arena. The role has real prospects for advancement within the company. A portable client bank would be advantageous but not essential; Salary negotiable dependent on the individual.
Compliance Consultant - Surrey
Ref 10258
Compliance Consultant
£40,000
Surrey
A well-established Provider firm are looking for a Compliance Consultant to join their Compliance department in their Surrey office. The role will involve supporting the Compliance Manager by providing timely and accurate guidance; understanding and identifying company risks and ensuring all KPIs are delegated effectively. Other responsibilities will include maintaining all compliance reference materials, providing consultancy expertise to staff and clients, and to assist the business in ensuring full compliance with current FSA regulation and best practice. Candidates must be CFP qualified, have at least 2 years’ experience within compliance in the financial services industry and have good communication skills to respond to all seniority levels within the business.
Paraplanner -
Ref 10246
Paraplanner/ Sales Support
£25,000- £30,000
London
A small IFA firm are seeking a paraplanner / sales support to join their team. The candidate will be expected to take on a variety of roles to help the Advisers as soon as they enter the position. Responsibilities will include liaising with clients, composing reports and undertaking market research. It is essential that the candidate will have previous experience working within an IFA environment, and ideally hold CF1-5 qualifications. The role requires strong communication skills and confidence in your own ability. For the right candidate, this is an excellent opportunity to gain valuable experience and to further their career in the future.
Sales Support / Administrator - London - City
Ref: 10202
Administrator – 12 Month Contract
City of London
£25,000 - £30,000 + bens
An established chartered accountancy practice is seeking an administrator to join their financial advisory team to cover maternity leave and an increase in business. You main responsibilities will involve processing new business, researching information regarding performance of funds as well as general administration such as keeping files up to date. The successful candidate will have experience within a similar role supporting financial advisers and ideally have CF1-5; use of Intelligent Office would be an advantage. This is a great opportunity for someone looking for contract work within the City.
Adviser Support - Berkshire
Ref: 10257
Adviser Support
Berkshire
£25,000 - £30,000
A leading Independent Financial Advisory is seeking a new team member to take on an advisor support role to provide direct support to the private client team. Your main responsibilities will include providing daily support to an adviser in a number of areas, such as compiling and updating private client reviews and tax shelter plans. You will ensure accurate documentation is kept for all actions taken. This role will be varied and will also include diary managements, filing documentation and speaking with clients over the telephone. The successful candidate will be CF/FPC qualified with previous experience in a similar role. This is a great opportunity for someone to take on a varied role where you are able to use your own initiative.
IFA (self-employed) - London
Ref: 10023
Independent Financial Adviser with leads
City
Self - employed
Our client, a small and successful IFA business currently undergoing expansion are seeking a self-employed adviser to capitalise on their successful, proven and profitable business model. Applicants must be willing / capable of achieving level 4 qualifications by 2012 and the current minimum requirement is CF 1 – 5 together with the ability to become registered fairly quickly. We have introduced candidates to this firm during the past two years and there are significant earnings opportunities for the right people. This is an excellent opportunity to develop your own clients with the support of an experienced financial planning team, with uncapped earnings potential and all leads provided.
Paraplanner - London
Ref: 10252
Paraplanner
£32,000 - £35,000
London
A large and successful financial advisory firm is seeking a high calibre paraplanner to join their private client team in London. You will be providing support to consultants in delivering a high quality service to clients. Your main responsibilities will include preparing technical letters and reports, researching products and funds as well as handling client technical correspondence. The ideal candidate will have a previous paraplanning background and be CFP/FPC qualified, progressing toward Diploma. You will hold a good understanding of the private client industry and specialist knowledge of the pensions market would be a great advantage. This is a great opportunity to join a growing national firm.
Pensions specialist - Buckinghamshire
Ref: 10250
Technical Pensions Specialist
Buckinghamshire
c.£35-40,000
Our client, a large pensions specialist firm, are seeking a highly technical pensions paraplanner to work within a team servicing senior executives pension arrangements. You do not need to be a SASS or SIPP specialist, as there are specific teams to cover these areas, but you must have an excellent knowledge of pensions as a whole. You will work alongside the advisers, dealing with technical research and report writing. G60 qualification is desirable but not a necessity. The ideal candidate will have an interest in Actuarial work, but not want to pursue this as a career.
Paraplanner - London
Ref: 10251
Paraplanner
London
£25-£30,000 + Bonus
This small dynamic IFA practice based in the West End is seeking a paraplanner to support one of the partners with new business and existing client servicing. The role requires both client facing and also analytical/technical skills. Responsibilities include gathering and analysing client information, completing suitability reports, maintaining compliance paperwork, preparing for review meetings, building relationships and identifying new business opportunities. Diploma or progress and IMC preferred. There is opportunity to progress with this company.
EB Administrator - Kent
Ref: 10249
Employee Benefit Administrator
Kent
to £25,000
This respected IFA is seeking an experienced EB administrator to assist with the servicing of GPP, group life, group income protection, medical expenses business. This involves dealing with new members, leavers and claims; group risk renewals including data preparation and reconciliation; rebroking including research, obtaining quotes analysis and recommendation preparation. The role realistically requires 2 years relevant experience, competency with Excel and some exposure to flex bens.
FS Administrator - Kent
10248
Financial Services Administrator
£20-£25,000
Kent
An established and successful local IFA is seeking an experienced IFA administrator to provide administration services to new and existing clients. This includes, processing new business, client and provider enquiries, obtaining valuations, utilising the 1st Software system. The role requires previous financial services experience, from an IFA would be helpful, good communication and organisational skills. Flexi hours are available.
Group Risk Account Exec - London
Ref: 10114
London
Group Risk Administrator / Account Executive
c.£30,000- £35,000
A well established EB firm is looking to recruit an individual to provide Group Risk support to corporate clients. The role involves responsibility for rebroking, renewals, underwriting, claims and processing of all allocated client schemes. In addition there will be some assistance to the GPP administers as an when. The ideal candidate will have good knowledge of Group Risk products as well as Flexible Benefit schemes and ideally experience with 1st Software. Ability to work on your own initiative is a must and someone from a similar role is desired. This is a great opportunity for someone who is keen to learn within their role.
Mortgage or EB Administrator - Surrey
Ref: 10240
Mortgage Administrator
Surrey
£18,000 - £23,000
An opportunity has arisen with a financial advisory firm for a mortgage administrator to join their team. Your main responsibilities will include processing mortgage applications and protection through the whole process as well as liaising with clients, solicitors and lenders. You will also be putting together reason why letters, so experience of this would be an advantage. The ideal candidate will have previous experience within a mortgage admin role; you will be polite and hold an excellent telephone manner. This is a great opportunity for someone to join a friendly working environment within a well established family run business.
Paraplanner/Trainee Adviser - Surrey
Ref: 10245
Trainee Adviser/Paraplanner
£30,000-£35,000
Surrey
A well established IFA are looking for a Trainee Adviser for their Surrey office. This role is unique in that it includes a variety of responsibilities. These include: financial report writing, technical research, client management/relationship building and the production of factsheets for the Financial Planning team. Therefore, applicants must be enthusiastic, friendly and highly technical. The role will involve working very closely with the Managing Director and his esteemed client base of HNW business owners. Strong knowledge around investment and tax products is required. Candidates will ideally have a degree in a relevant subject and should be CF30 qualified. There will also be opportunities to progress with further examinations. This is a chance to work for an award winning IFA, please send your CV for immediate consideration.
Paraplanner - Kent
Ref: 10243
Paraplanner
Kent
£35,000 + bonus
A specialist independent financial advisory firm are currently seeking an experienced paraplanner to compliment their team. The role will be to provide support the Partners when providing sales and advice to clients, as well as providing analysis, monitoring and reporting. You will also conduct product research, solution design and writing reports as well as analysis of existing portfolios. The ideal candidate will have experience within a similar role and must be be full FPC qualified, ideally studying towards Diploma. Experience of Intelliflo is also greatly desired. This is a great opportunity which offers a generous bonus package.
Paraplanner/Adviser - Hertfordshire
Ref: 10230
Paraplanner / Adviser
Hertfordshire
Negotiable
A well established and successful Chartered financial planning practice is seeking a technical support / paraplanner to strengthen their team. The idea is that the successful candidate will receive training and support to progress to an advising role over the next few years. This is an excellent opportunity for an experienced support person with a broad and in depth technical understanding coupled with solid exam progress and commitment. Salary is negotiable dependent on experience and qualifications.
Client Relationship Manager - Surrey
Ref: 10229
Client Relationship Manager
c. £30,000
Surrey
A successful IFA is seeking to recruit a client relationship manager to join a small team and provide support to the director. Your main responsibilities will be to assist the director communicating with and managing clients, overseeing the work of the administrators, managing work standards and timescales and providing technical input ie producing reviews. You will be a clear communicator and comfortable dealing with HNW clients, demonstrate a knowledge of pensions and solid experience of 1st Software. The ideal candidate will have worked within an IFA previously. Progression towards Diploma is preferred although the role is not after a technician but more a client coordinator.