Financial Services Job Search

Paraplanner...

Paraplanner sought to join a team of successful Financial Planners who specialise in wealth management. Duties will include report writing, researching products and producing suitability reports. Work is predominantly investments, with trustee investment planning, IHT work and cross option agreements, plus some protection work in conjunction with trusts and IHT planning....

Financial Consultant - Chester/Llandudno/Shrewsbury...

Long established organisation, providing holistic financial planning advice to high net worth individuals, is seeking to recruit a Financial Consultant to cover Chester/Llandudno/Shrewsbury. The position will involve drawing up business plans for achieving sales/profit targets, focusing on the medical profession. Planning and carrying out an appropriate level of customer contact......

Mortgage Adviser - Manchester...

Mortgage Adviser for busy, expanding central Manchester lettings and property management agency. Responsible for writing predominantly B2L mortgages for professional investors, achieving approximately 20 completions per month. All leads will be supplied and a company vehicle is available for company business only during office hours. Clients are spread all over the North West....

Broker Consultant Team Leader...

An exciting opportunity has arisen for an Broker Consultant Team Leader to join the Access department of a major life and pensions company. You will meet and exceed targets set at a corporate level for each product or account in a compliant manner achieving volume and mix levels. Access accounts for over 70% of the advisory market......

Paraplanner - Southport...

A highly respected Independent Financial Adviser practice based in Southport are seeking an experienced Financial Planning Technician/Paraplanner. They offer a fee based financial planning service to clients and successful applicants will be involved in all aspects of financial planning, preparing and regularly updating client factfind information......

Administrator/Paraplanner...

Senior Administrator / Paraplanner sought to join an existing team of successful IFAs who specialise in wealth management for high net worth clients. There are 4 Advisers in the practice. Duties will include report writing, researching products and producing suitability reports. Work is split across investments, pensions and IHT planning and some mortgage work....

Financial Planning Consultant...

Long established multi-national company looking for an experienced Financial Planning Consultant to join a regional office team of between 4 and 8 Direct Client Managers in the Merseyside area. You will manage and develop a customer base and secure appointments to maximise business opportunities. Developing long-term relationships with clients to maximise potential......

Investment Manager/Adviser...

Long established Stockbrokers practice looking for an additional Investment Manager/Adviser with experience of portfolio management for clients on an advisory basis. Primary responsibility will be interview clients, assess their financial and personal circumstances, research the most suitable possibilities and provide the best possible advice....

Mortgage Adviser - Preston...

An exciting new opportunity has arisen for a Mortgage Specialist to join the Preston branch of this leading banking organisation. The Mortgage Adviser will offer credible and knowledgeable advice to existing regulated and unregulated mortgage customers on mortgages and general insurance products, in order to meet customer needs and achieve customer retention targets......

Team Leader...

An opportunity has arisen for a Pension Team Leader to join a highly respected financial company, based in Manchester. The role will be to assist the Department Manager and provide full SIPP pension scheme administration services to a portfolio of clients and their advisers. Duties will include dealing with all communications, maintaining accurate records on paper and electronically......