Financial Services Jobs

  • Employee Benefits Workplace Consultant

    Employee Benefits Workplace Consultant

    Position: Workplace Consultant Location:  Bath Salary:  £30,000 – £40,000   The Role: Purpose of Role: Responsible for providing excellent focussed pension advice to individual scheme members and pension’s guidance to all Employee Benefits clients and their employees   Create, build and maintain long term relationships through quality of advice and service; Arrange and attend meetings […]

    Location BATH
    Salary £40000Per Annum
    Type Permanent
    Ref 43335
  • Client Services Executive / Employee Benefits Administrator

    Client Services Executive / Employee Benefits Administrator

    The Client: An exciting opportunity for an administrator has opened at a highly regarded national financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You […]

    Location BATH
    Salary £25000Per Annum
    Type Permanent
    Ref 43334
  • Wealth Management PA Team Leader

    Wealth Management PA Team Leader

    Job Title: Wealth Management PA Team Leader Salary: £25,000 – £30,000 DOE Location: Bath              The client: Our client is highly reputable IFA firm with a presence that covers the south of England, from the South West to the South East and London. The company are looking to expand the company and nurture talent.   The […]

    Location BATH
    Salary £36000Per Annum
    Type Permanent
    Ref 43333
  • Paraplanner

    Paraplanner

    The Client There is a fantastic opportunity here to for a successful Paraplanner to join a bespoke Financial Planning practice in Devon. Our Client is a growing practice with a fantastic industry name, whom focus on providing a complete financial planning service ensuring the client is at the heart of everything they do. The Opportunity During a […]

    Location Torquay
    Salary £35000Per Annum
    Type Permanent
    Ref 43332
  • Paraplanner

    Paraplanner

    The Client The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of expansion, a position has arisen for a Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to […]

    Location LOUGHBOROUGH
    Salary £35000Per Annum
    Type Permanent
    Ref 43331
  • Compliance Supervisor

    Compliance Supervisor

    The Role: Assist in embedding a positive compliance culture across the On-Line Partnership Group Limited (The Company) and within its Networks, helping Firms deliver robust and repeatable best practices and to identify and mitigate risk. To be a point of contact for Member Firms and Training and Competence Supervisors of The Company and offer Compliance […]

    Location HORSHAM
    Salary £39000Per Annum
    Type Permanent
    Ref 43302
  • Paraplanner

    Paraplanner

    The Client: My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients. They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made. […]

    Location East Sussex
    Salary £30000Per Annum
    Type Permanent
    Ref 43299
  • Paraplanner

    Paraplanner

    The Client: My client is a medium sized, well respected chartered IFA & Accountancy practice based across the South / South East of England, they seek to build a long term, trusting relationship with their clients, giving them a fantastic a name in the industry. They provide tailored financial planning advice in all areas to private clients and pride […]

    Location Horsham
    Salary £45000Per Annum
    Type Permanent
    Ref 43295
  • Operations Coordinator

    Operations Coordinator

    The Client: We are looking for someone with really good data skills, who either has experience of working with IO, or working with a similar system.  They will also need to step up to team leader to cover a maternity leave,   The Opportunity This is a newly created role, to support the growth of […]

    Location WOLVERHAMPTON
    Salary £25000Per Annum
    Type Permanent
    Ref 43284
  • IFA Administrator

    IFA Administrator

    The Client: My client is a chartered financial planning firm based in Solihull who specialise in providing bespoke, independent financial advice to private clients and companies.  The Opportunity This is a fantastic opportunity for an experienced IFA administrator looking to make the move towards a paraplanning position. The right candidate will be responsible for undertaking some […]

    Location BIRMINGHAM
    Salary £21000Per Annum
    Type Permanent
    Ref 43257