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Financial Services (Non Sales) candidates |
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770 Financial Services (Non Sales) candidates |
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TRAINING AND COACHING EXECUTIVE with over 20 years gained in financial services.
more info...on this Training & Coaching Executive candidate in Cumbria
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FINANCIAL SERVICES AND GROUP RISK ADMINISTRATOR with 24 years experience gained within the financial and insurance sectors, the last 15 being spent within an IFA practice environment.
more info...on this Financial Services & Group Risk Administrator candidate in County Durham
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FINANCIAL SERVICES SUPPORT ADMINISTRATOR who possesses 4 years experience. Has good working knowledge of pension schemes which include Personal Pension Schemes, Pension Legislation, Pension Protection Fund, Financial Assistance Schemes, Pension Regulatory Legislation (e.g. Workplace Pension Reforms).
more info...on this Financial Services Support Administrator candidate in West Yorkshire
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FINANCIAL PLANNING ASSISTANT with administrative experience gained within various industry sectors.
more info...on this Financial Planning Assistant candidate in North Yorkshire
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IFA SUPPORT ADMINISTRATOR with almost 3½ years experience gained within the financial services sector providing advice support to IFAs nationwide.
more info...on this IFA Support Administrator candidate in Yorkshire
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SENIOR FINANCIAL PLANNING ADMINISTRATOR with 15 years experience gained in the financial services sector in supportive capacities. Currently responsible for providing administrative assistance to 2 Independent Financial Advisers in relation to a wide range of pensions, investments and protection. Obtains quotations, valuations, creating suitability reports (for GPPs) and processing business via online systems and WRAP platforms. Resolves customer and product provider queries.
more info...on this Senior Financial Planning Administrator candidate in Tyne & Wear
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PARAPLANNER/FILE CHECKER with 10 years experience gained in the financial services sector having spent the last 6 months within a Paraplanner capacity.
more info...on this Paraplanner/File Checker candidate in Tyne & Wear
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FINANCIAL SERVICES ADMINISTRATOR with over 15 years experience gained working in predominantly supportive administrative roles, having spent some time as a Mortgage Adviser. Was previously an IFA Administrator supporting two IFAs with new and existing business relating to pensions, investment and protection, obtaining illustrations and portfolio valuations, has processed business and assisted with the completion of suitability reports.
more info...on this Financial Services Administrator candidate in West Yorkshire
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PRIVATE BANKING/ FINANCIAL SERVICES ADMINISTRATOR with almost 5 years experience providing PA and administrative support to Financial Consultants and Private Bankers dealing with Ultra HNW business. Has had exposure to high end pensions and investment products including SIPPs, has traded on wealth management platforms, conducted property purchase and managed large portfolios from an administrative point of view.
more info...on this Private Banking/Financial Services Administrator candidate in West Yorkshire
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SIPP ADMINISTRATOR with experience gained in the financial services sector. Most recently worked as part of a team to migrate a portfolio of over 600 SIPPs onto the bespoke system. Prior to this administered a portfolio of over 300 private clients administering all aspects of their individual SIPP.
more info...on this SIPP Administrator candidate in Leicestershire
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PENSIONS SPECIALIST with over 25 years experience gained within the pensions environment, including work for occupational pension schemes, insurance companies and independent financial advisers. In-depth technical knowledge in relation to pension arrangements (historic and current). Extensive administrative experience relating to occupational (DB and DC) pension schemes, GPPs, GLA and GPHI - from filing to calculations, writing suitability letters and scheme documentation.
more info...on this Pensions Specialist candidate in Derbyshire
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PARAPLANNER/SALES SUPPORT with over 9 years experience gained in the financial services sector. Has gained experience working for IFAs and a product provider.
more info...on this Paraplanner/Sales Support candidate in West Yorkshire
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TECHNICAL SALES SUPPORT/ PARAPLANNER with 4 years experience gained working within the regulated financial services industry. Currently providing support to IFAs with paraplanning tasks such as researching funds and product providers in terms of their pension, investment and protection offerings.
more info...on this Technical Sales Support/Paraplanner candidate in North Yorkshire
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PARAPLANNER/TRAINEE ADVISER who has gained 7 years industry experience within a firm of IFA’s and within a leading bank.
more info...on this Paraplanner/Trainee Advisor candidate in Harrogate
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PARAPLANNER/EXECUTIVE ASSISTANT with strong experience within the financial services and accounting sectors. Dealing face to face with high net worth clients and assisting in managing their personal wealth and financial planning.
more info...on this Paraplanner/Executive Assistant candidate in Ripon
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FINANCIAL SERVICES ADMINISTRATOR/ JUNIOR PARAPLANNER with 1.5 years experience working to support Independent Financial Advisors within a Harrogate based practice.
more info...on this Financial Services Administrator/Paraplanner candidate in North Yorkshire
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SENIOR PENSIONS ADMINISTRATOR/ TEAM LEADER who has gained 18 years pension’s administration experience covering Personal Pensions, Executive Pensions, Final Salary and Defined Contribution. Experienced in managing, coaching and developing people.
more info...on this Senior Pensions Administrator/Team Leader candidate in Bradford
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FORMER MULTI-TIED FINANCIAL PLANNING MANAGER keen to make the transition into technical support or paraplanning. Professional and friendly candidate with ability to build and maintain long lasting relationships with colleagues and external parties. Experienced dealing with investments, pensions and protection, along with a wide range of mortgages. Has constructed portfolio recommendations based on thorough product research, following up with bespoke suitability reports.
more info...on this Former Multi-Tied Financial Planning Manager candidate in Tyne & Wear
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PENSIONS ADVISER/GROUP BENEFITS CO-ORDINATOR with over 11 years pensions experience working for a large national company and also small IFAs. Has dealt with trustees of both DB and DC schemes as well as looking after the members of the scheme.
more info...on this Pensions Advisor/Group Benefits Coordinator candidate in Leicestershire
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FINANCIAL PLANNING ADMINISTRATOR with circa 4 years experience working within financial services mainly providing support to whole of market Independent Financial Advisers. Confident and professional manner. Competent handling new and existing business processes including obtaining quotations, valuations, transferring funds on various WRAP platforms and business submission.
more info...on this Financial Planning Administrator candidate in Northamptonshire
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