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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...
Our client has been established for nearly 80 years and offer a broad range of Services, primarily they are a Chartered Accountants, and are Tax... as IT services, wealth management, personal tax planning... recruit 2 'Senior Consultant' into the Company, ... business fee's. The Consultants will be targeted... all areas of Financial Planning and have achieved... strong team player. Financial rewards: Highly competitive...
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...
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...
About This Role Our client brings together over 200 years of experience in looking after their customers. They offer a wide range of products for... pensions, investments and insurance to 5 million... the Flex Practice Manager with a focus... Provide Flex Practice manager, account managers with pro-active support... Support Flex Practice Manager in establishing/maintaining relationships... support Flex Practice Manager with management and...
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...
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...
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...
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...
In order to further develop their standing as a leading player within the DC arena, our client is looking to attract a high calibre Consultant who can develop... experience of the IFA/EB sector with a... retain their staff. Pensions Consultant, Corporate Consultant, Defined Contribution, Group... Personal Pensions, Commercial Financial Planning.
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...
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...