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IFA / Financial Adviser Jobs in Insurance / Financial Services

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Management Consultant - Wealth & Long Term Savings

Management Consultant - Wealth & Long Term Savings London Base Location Reference Number: CC00245 Who you'll be working with Capgemini Consulting is the global strategy & Long Term... presence across the financial sector, working with... banks, insurers, fund managers to help them... require additional experienced wealth professionals with the... acquired in the wealth sector, having practical... to hire Managing Consultants to build out...

Salary:
Competitive
Location:
London
Date Posted:
22-Feb-2017
Job Type:
Permanent

Wealth Manager - Leading City firm

Are you working in a large firm and want more autonomy? Or are you a self-employed financial planner and feel your brand is too weak... started as a financial planning firm, it is... them as holistic wealth managers. They work with... 200K+ of investable wealth and often advise... range of their financial affairs, including investments.... IT, which allows advisers to work remotely...

Salary:
to 70K + bonus/self-employed (equity potential)
Location:
City Of London
Date Posted:
16-Feb-2017
Job Type:
Permanent

Senior Wealth Management and Private Banking Officer - Fluent Mandari

On behalf of our client a leading financial services group we are looking to recruit for Senior Customer Services/ Wealth Management Officer with fluent Mandarin... Senior Customer Services/ Wealth Management Officer with fluent... private banking and wealth management needs to the... standard client portfolio management offering in the... - Provide sophisticated financial advice to the... HNWI clientele, Branch management and support staff....

Salary:
Negotiable
Location:
Manchester
Date Posted:
22-Feb-2017
Job Type:
Permanent

Regional Client Operations Manager

Are you looking for your next management role in Financial Services operations? We have an exciting opportunity which could be for you! A new opening Services operations? We... Regional Client Operations Manager to join our... of Client Service Managers in developing and... managing relationships with independent financial advisers, through market leading... of client and adviser firms' instructions, through continuous performance management and organisation. Key...

Salary:
Competitive plus discretionary bonus and benefits
Location:
City Of London
Date Posted:
15-Feb-2017
Job Type:
Permanent

Business Development Executive - Wealth Management

SUMMARY: This is a great opportunity for an ambitious and confident individual with experience in sales to start, or continue building, their career in the... career in the Financial Sector. We are... our team of Financial Advisers. RESPONSIBILITIES: The key... appointments for the adviser team. - To... experience in a sales role (preferably phone... as directed by management.

Salary:
25k - performance related monthly bonus
Location:
London
Date Posted:
16-Feb-2017
Job Type:
Permanent

Sales Associate - London Client and Wealth Managers

Our client, a leading global asset management company, is seeking a dynamic and driven Sales Associate to join their London Client Group. The individual will... dynamic and driven Sales Associate to join... London clients and Wealth Managers. Key requirements -... - Assist the Sales Manager in co-ordinating and... London clients and Wealth Managers - Assist in... enquiries from clients, consultants and prospects -...

Salary:
40, 000-50, 000
Location:
London
Date Posted:
21-Feb-2017
Job Type:
Permanent

General Manager (mini COO) - Wealth Management

A small owner managed private client wealth manager is looking to secure a General Manager for a newly created role. This unique position is newly to... secure a General Manager for a newly... direct experience in wealth or asset management is essential given... Manage all monthly accounting, budgeting and forecasting.... ad hoc internal sales and financial reports that review... in a senior management or leadership role...

Salary:
70k - 80k pa + benefits + bonus
Location:
London
Date Posted:
22-Feb-2017
Job Type:
Permanent

Regulatory Compliance Manager - Retail Banking and Wealth Management

Some careers have more impact than others. If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and... the Global RBWM Wealth Management team that provides... Risk and Control Management BRCM, and other... the Global RBWM Wealth Management point of contact... the Global RBWM Wealth Management at the Global... Compliance teams on Wealth Management matters and...

Salary:
Competitive
Location:
London
Date Posted:
17-Feb-2017
Job Type:
Permanent

Compliance Monitoring Manager - Wholesale Banking & Global Wealth

You will be undertaking Compliance Monitoring reviews, and related actions, of the Wholesale Banking and Global Wealth business. Task include: - Assist in developing and implementing a risk-based Compliance Monitoring Programme - To produce timely reports of compliance monitoring reviews for senior management - To track reported regulatory weaknesses and areas of non-compliance for management - To keep up to...

Salary:
65000 - 80000
Location:
London
Date Posted:
21-Feb-2017
Job Type:
Permanent

Non Regulated Financial Advisor - No Previous Experience Required

Clark James Recruitment are working with a leading personal financial planning organisation to recruit a non regulated Financial Adviser to compliment the existing team. Due to... a non regulated Financial Adviser to compliment the... a Non Regulated Financial Advisor, this is a... to the Area Manager, the Financial Adviser will be required... to achieve regular sales of new business... individual and company sales objectives whilst providing...

Salary:
21,000 + car + attractive commission
Location:
Sutton
Date Posted:
21-Feb-2017
Job Type:
Permanent

Mortgage And Protection Advisor - Employed

Are you a driven, hard working and money motivated Mortgage Advisor seeking a new and exciting career opportunity that will allow you to earn realistic... leading firm of Independent Financial Advisors based in Mid-Kent.... and diligent Mortgage Advisor to join the... provided to the Advisors however the Advisor would be expected... essential - Proven sales experience - Able... information about clients financial circumstances to enable...

Salary:
Basic to 30,000 + highly attractive commission
Location:
Chatham
Date Posted:
15-Feb-2017
Job Type:
Permanent

Rural Division Account Handler

Job Title - Rural Division Account Handler Contract - Permanent Salary - 22,000 - 27,000 Location - West Sussex Industry - Insurance Broker (Insurance, HNW, ... Sussex Industry - Insurance Broker (Insurance, HNW, Private Clients, ... for a Rural Account Handler to join... established, reputable rural insurance brokerage. Our client... join their successful insurance brokerage. Essential Attributes... High Net Worth Personal Lines, farm insurance and/or...

Salary:
22k - 27k pa
Location:
Billingshurst
Date Posted:
17-Feb-2017
Job Type:
Permanent
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Commercial Insurance Account Handler

COMMERCIAL INSURANCE ACCOUNT HANDLER Insurance Shrewsbury, Shropshire Full time - 9am to 5pm Permanent 25 days holiday + bank holidays 23-25K THE ROLE - You Shrewsbury, Shropshire Full... clients and overseeing personal lines of business -... wide variety of insurance types, including: commercial, ... domestic household, motor insurance and property owners... A busy, independent insurance brokers who deal... wide variety of insurance types and specialise...

Salary:
23-25K
Location:
Shrewsbury
Date Posted:
17-Feb-2017
Job Type:
Permanent

Personal Client Manager

A well established UK Insurance Broker seeks an enthusiastic individual to join their team as an Personal Client Manager. As an Personal Client Manager you... an Personal Client Manager. As an Personal Client Manager you will have... strong focus on sales whilst managing a portfolio of insurance accounts providing an excellent... revenue on each account. You will act... within telephone based sales. This is a...

Salary:
16k pa + un-capped bonus
Location:
Birmingham
Date Posted:
17-Feb-2017
Job Type:
Permanent

Senior Consultant / Financial Adviser (IFA)

Senior Consultant / Financial Adviser - Employed - 40,000 - 100,00 We are currently recruiting for fully employed Independent Financial Adviser's for a well-respected name within the - Employed -... for fully employed Independent Financial Adviser's for a well-respected... To deliver expert financial advice and a... members of the Management Committee Minimum Criteria... Current IFAs or 'Wealth/IFA Bancassurance Advisers' with their own... (particularly important regarding 'Wealth/IFA Bancassurance' candidates) and...

Salary:
40,000 Basic with an OTE of 100,000
Location:
London
Date Posted:
20-Feb-2017
Job Type:
Permanent

Financial Advisor -Eastcheap

Xltec Recruitment Ltd are retained one of the UK's most successful Wealth Management firm, in order to introduce 3 Financial Advisors in the new year. You will have: - 2 years experience as an Advisor, within a practice or bank - Diploma qualified or working towards - Experience with pensions, investments, protection or mortgages - A small transferable client bank...

Salary:
60000
Location:
London
Date Posted:
22-Feb-2017
Job Type:
Permanent

Business Manager - Wealth Management

Business Manager - Wealth Management 80,000 - 110,000 + bonus + benefits Central London The Company They are a highly reputable leading international HNW wealth 80,000 - 110,000... leading international HNW wealth management and investment firm.... with the senior management team to ensure... with the senior management team to ensure... the Client Services Manager and both the... services team and adviser/client teams. The role...

Salary:
80k - 110k pa + bonus + benefits
Location:
London
Date Posted:
17-Feb-2017
Job Type:
Permanent

Investment Team Administrative Assistant / Wealth Management /

The Role: The Investment Administration Assistant will provide effective administration to facilitate the running of a team of four investment managers (and two investment assistants)... reports for fund managers General administration duties... stock/cash transfer; close accounts when necessary. Carry... request of investment managers or using own... of private client. Financial Services industry experience is essential. Excellent knowledge of Microsoft Word, ...

Salary:
24-28K
Location:
London
Date Posted:
16-Feb-2017
Job Type:
Permanent

Insurance Sales broker

Job Description: Due to continued growth, our client currently looking to recruit experienced and motivated Insurance Sales Representatives to join their busy sales teams in join their busy sales teams in Blackpool, ... requires a pro-active sales professional who has... and commercial lines insurance gained within an insurance broking environment. Job... wide range of personal lines/commercial lines insurance products to new... A proven, successful sales record is advantageous....

Salary:
18,000 - 24,000
Location:
Blackpool, Thornton-Cleveleys, St Annes
Date Posted:
21-Feb-2017
Job Type:
Permanent

Legal Counsel / Wealth Management / Discretionary Fund Management

*** Legal Counsel / Wealth Management / Discretionary Fund Management *** The Company A highly entrepreneurial investment business with a compelling investment proposition The Role Fund Management *** The Company... regulatory changes. Effective management of external advisers where necessary. Team support in relation to other legal advice requirements and agreements as required. SKILLS: Excellent written and verbal communication skills: clear, ...

Salary:
70k - 100k + Bonus
Location:
London
Date Posted:
20-Feb-2017
Job Type:
Permanent

Paraplanner - Basic To 40, 000 + Bonus

Clark James Recruitment are working with a well established and highly professional firm of Independent Financial Advisors based near Tunbridge Wells, Kent. Due to expansion within the... team to assist advisers in all aspects... product information with Advisers and Paraplanners. Fund... assessment of fund managers and individual fund... fund research with Advisers and Paraplanners. Financial Planning - To assist... client to meet financial objectives. Presentation of...

Salary:
BASIC TO 40,000 + BONUS + BENEFITS
Location:
Tunbridge Wells, Maidstone, Crawley, East Grinstead, East Sussex
Date Posted:
15-Feb-2017
Job Type:
Permanent

Operations Manager / Client Operations / Investments / Pensions

Client Operations Manager / Client Service / Client Operations / Investments / Unit Trusts / OEIC's / SIPPs / ISAs The Company: Our client is... of Client Service Managers in developing and... managing relationships with independent financial advisers, through market leading... Contribute to the management team and the... of client and adviser firms' instructions, through continuous performance management and organisation. Work... relationships with the financial adviser firms based...

Salary:
55k Package + Bens
Location:
London
Date Posted:
16-Feb-2017
Job Type:
Permanent

Paraplanner - Basic To 40, 000

Clark James are working with a leading firm of Independent Financial Advisers who are based in the Ashford, Kent area. Due to the ongoing success of the... are seeking a Paraplanner/IFA Administrator to join... support to the Financial Advisers. Key responsibilities -... information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations - Complete all supporting documentation in an...

Salary:
Basic to 40,000
Location:
Ashford, Maidstone, Canterbury
Date Posted:
15-Feb-2017
Job Type:
Permanent

Commercial Account Executive

RECRUITING FOR AN INTUITIVE COMMERCIAL ACCOUNT HANDLER Fantastic opportunity to join a professional team in a key role based Hertfordshire. You will be a part... or renewing clients insurance programmes. Although the... candidates with strong personal lines experience, preferably with an account handling capacity. Please contact [Phone number removed] or apply online.

Salary:
20k - 30k pa
Location:
Hertfordshire
Date Posted:
15-Feb-2017
Job Type:
Permanent

Financial Advisor/ Financial Consultant - Mayfair

Our client is a successful wealth management and financial planning firm based in Mayfair with an impressive client portfolio. An exciting opportunity has arisen for an firm based in... for an experienced Financial advisor as you will... in leading the Financial advisory division. This... the Diploma for Financial Advisors (Level 4) for... diverse range of financial planning products Highly desirable: experience with...

Salary:
Negotiable
Location:
London
Date Posted:
22-Feb-2017
Job Type:
Permanent
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