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deVere Group - International Financial Advisor Overseas opportunities to join the world's largest international financial advisers with over 50 global offices. deVere Group, the world's largest firm... world's largest international financial advisers with over 50... largest firm of independent financial advisers, are expanding dramatically... America. As a Financial Adviser for deVere Group, ... expatriates to find financial services that will... world's largest Independent Financial Advisory Company. If...
PURPOSE: To provide support with a sales focus to wealth managers whose business is of major volume and at least 75% platform. The role involves managers whose business is... face contact with wealth managers, developing business support... platform demonstrations to wealth managers who plan to... needs of the wealth manager's business and promote... initiatives *Training to wealth managers who use...
We are pleased to be working with this leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to join their growing... currently requires an Independent Financial Advisor / IFA to join their... be an experienced IFA used to dealing... motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for Report writing. Whilst our...
Our client, a leading financial services outsourcing organisation, currently requires a Benefits Consultant to join their growing corporate pensions and wealth team. You will manage... requires a Benefits Consultant to join their... corporate pensions and wealth team. You will... design and ongoing management. Candidates will be... or Diploma in Financial Planning and be FSA registered. Candidates need to have significant experience...
Are you looking to develop your already successful financial services career? Do you want to join a first-rate organisation who can provide you with the training, structure, support and (importantly) the clients to fulfil your potential? You will be a talented financial services individual. You need some sales experience and be able to demonstrate a solid track record of achievement...
Nationwide broker requires a Personal Lines Sales advisor to join their successful team. Must have a good customer service/sales back ground gained ideally gained within general insurance although for full training can be provided. The role will be handling Commercial Vehicle business and duties will include dealing with clients face to face and over the telephone, setting up insurance policies, handling...
Clark James Insurance Recruitment have a fantastic and rare opportunity to join a dynamic and expanding Insurance business who are looking to recruit a number... dynamic and expanding Insurance business who are... a number of Insurance professionals to join... working in a personal lines account handler / broker... technical knowledge of Personal Lines products and processes and be a confident communicator able...
Clark James Insurance Recruitment have a fantastic and rare opportunity to join a dynamic and expanding Insurance business who are looking to recruit a number... dynamic and expanding Insurance business who are... a number of Insurance professionals to join... of experience including personal lines and small Commercial, ... technical knowledge of Personal Lines and small Commercial... in person. Strong sales ability will mean...
Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading looking... player in the wealth management arena, our client... positive and proactive advisors who are looking... for an Independent Financial Planning role where you... seeking a rewarding IFA role within an... and potential in Financial Services, this is...
We are pleased to be working with this well established and leading Chartered IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA... currently requires an Independent Financial Advisor / IFA to provide expert... be an experienced IFA used to dealing... motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for Report writing. Candidates will...
TEAM ASSISTANT - WEALTH / INVESTMENT MANAGEMENT SECTOR MAIN RESPONSIBILITIES General Business Management Provide general admin support to CIO * Support client meetings/presentations and new SECTOR MAIN RESPONSIBILITIES General Business Management Provide general admin... internal investment and management meetings (including agenda management and minute taking)... * General Investment Management admin to include management of schedules, diaries, ... these duties Portfolio Management * Assist in...
Assistant Investment Manager / Private Client / HNW / Wealth Managers The company Our client is an innovative investment management company which aims to provide... / HNW / Wealth Managers The company Our... an innovative investment management company which aims... and services to wealth managers and private clients... to a senior advisor, their wealth managers and their clients.... with clients / wealth managers, relationship development...
An exciting opportunity has arisen for a Client Service Advisor within Aon Financial Services Group based in London. The primary purpose of this role is Services Group based... of their various insurance programmes. What we... a Client Service Advisor your key responsibilities... Client's risk and insurance programmes Ensuring that... by the Client Manager/Director Adhering to business... a Client Service Advisor your skills and...
Capco are looking for Wealth Management Consultants to join the Wealth Practice. Applicants will have experience of project work within wealth management, private banking or join the Wealth Practice. Applicants will... project work within wealth management, private banking or Investment management. You will have... following areas: - Management of Client Relationships... CRM Applications - Financial Planning - Portfolio Management / Investment Advisory...
A fantastic opportunity has arisen for a private wealth management compliance officer, to work for a top tier private wealth management. You will be responsible to... top tier private wealth management. You will be... within the private wealth management compliance function. The... surveillance, customer complaints, account reviews, branch examinations, ... within the private wealth management compliance function. *... responsibilities to include financial promotion reviews, complaints...