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Location Leeds
Specialism Financial Services
Posted 16 Jan 2018 - 16:07
Job type Permanent
Salary £22,000 per annum
Location London
Specialism Financial Services
Posted 08 Jan 2018 - 10:52
Job type Permanent

Financial Services Jobs - page 3

Matched: 87 jobs

Paraplanner in Bedfordshire

Permanent

Paraplanner based in Bedfordshire, competitive basic salary with good benefits Job purpose: 1. Provide support to Adviser in managing new and existing client relationships 2. Ensuring that all research and necessary reports have been completed for the Adviser to present to the client 3. Implement necessary changes to clients financial affairs...

Posted: 10 Jan 2018 - 16:22

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Paraplanner in Bristol

Permanent

Paraplanner, based in Bristol, competitive basic salary, excellent benefits package To be considered for this role, you will need to have experience in carrying out a similar role and ideally be Level 4 qualified, though you will be considered if significant progress towards this has been made. Main duties of this role include: * Liaising wit...

Posted: 10 Jan 2018 - 16:15

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Junior Paraplanner in London

Permanent

Junior Paraplanner based in London, competitive basic salary and benefits. Purpose of Job: To provide an ongoing professional service to Advisers from file preparation, business submission, compliance and general client administration. Key responsibilities General duties: * Maintain compliant client files * Ensure that all suitability letter...

Posted: 10 Jan 2018 - 16:09

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Client Executive in London

Permanent

IFA Administrator based in London, competitive basic salary with good benefits To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client. * To familiarise yourself with each clients circumstances, obj...

Posted: 10 Jan 2018 - 16:01

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Financial Services Administrator in Surrey

Permanent

Financial Services Administrator based in Surrey, competitive basic salary and benefits. Key Attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Being able to work in a team and also unsupervised Tasks and responsibiliti...

Posted: 10 Jan 2018 - 15:57

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IFA Administrator in Mansfield

Permanent: £22,000 to £30,000 per annum

Financial Services Administrator Mansfield £22,000 - £30,000 + benefits I am currently recruiting for an experienced IFA Administrator position for an IFA based in the Mansfield area. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, IHT...

Posted: 10 Jan 2018 - 14:51

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Executive Secretary in City Of London

Permanent

Executive secretaryrequired for leading professional services company in Central London. This role is currently supporting 1 x Audit Banking Partner, 1 x Audit Banking Director,1 x Transfer Pricing Director and 1 x People Leader Normal Working hours from 9.30am - 5.30pm. Requirements: * Experience of working in a fast-paced corporate * Abil...

Posted: 10 Jan 2018 - 14:34

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Compliance Monitoring Officer in Liverpool

Permanent

Compliance Monitoring Officer Liverpool £45-55K + package The Compliance Monitoring Officer will be responsible for undertaking Risk & Compliance monitoring reviews with a specific specialism; whilst assisting with the development and maintenance of the Compliance Monitoring Plan. The role will be required to support the Compliance team and wo...

Posted: 10 Jan 2018 - 08:42

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IFA in London

Permanent

Independent Financial Adviser (Junior), London, £40k-£45k Exciting opportunity for a developing Independent Financial Adviser to join a successful and growing Wealth Management practice within the Financial Planning team in an IFA role. Minimum 12 months Advisory experience and Level 4 Diploma required and a client bank available to inherit. S...

Posted: 09 Jan 2018 - 14:48

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IFA Administrator in Maidstone

Permanent

IFA Adviser Support Administrator, East Malling, £25k+ benefits Job Description: * Adherence to Management Systems & Controls * Effective Communication & Support * Adviser Support * Client Support * Annual Reviews * Client Left Agency, Deceased Client Procedure, Change of Agency & LOA procedures * New Business/ Surrender / Fund Switch Procedu...

Posted: 09 Jan 2018 - 14:40

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