Search for a candidate by using the filters on the left hand pane or by using the free search textbox.
IMMEDIATELY AVAILABLE - FINANCIAL ADVISOR / CO-ORDINATOR who has experience of working within an IFA Practice working with both new and existing clients. Most recently working directly with a portfolio of 350 existing clients, managing £13.
More info on this Financial Adviser/Co-ordinator job in Wiltshire
PARAPLANNER who has had exposure to High Net Worth Clients, £500k to £10m, Enterprise Investment Schemes, DC Pensions Contributions, transfers and withdrawals, Onshore/Offshore Bonds Assignments, new money, withdrawals (partial and full surrenders), Protection - Estate planning, Relevant life, Tax year planning and- ISA funding and AEA utilisation. Has excellent communication skills both face to face and virtually, occasionally attends client appointments alongside the IFA.
CORPORATE RISK ADMINISTRATOR/LIFE ASSURANCE NEW BUSINESS ADVISER who has excellent customer services and sales support administration experience working within a team environment, liaising with Insurance Professionals and Financial Advisors/IFA’s helping with queries and dealing with incoming enquiries for new and existing business. Is used to working within strict timescales and managing own workload.
More info on this Corporate Risk Administrator job in Wiltshire
PRINCIPAL ADVISOR who has gained financial services experience within a variety of roles. Currently involved with Financial Services Products including Mortgages, Life Insurance, General Insurance, Wills and Trusts.
PENSIONS ADMINISTRATOR with over 11 years experience gained in the financial services sector, with other experience gained in the sales, marketing and hospitality industries. Has primarily worked with a life office as an Underwriter dealing with Life, CI, IP, TPD, rider benefits, Business Key man, Kerman Executive IP, Relevant life, Shareholder Protection.
LEVEL 4 QUALIFIED FINANCIAL ADVISER currently providing advice to clients on retirement and investment strategies throughout West Yorkshire and Tyne & Wear. Has previously dealt with the sale and rebroking of life insurance, critical illness and income protection cover.
More info on this Level 4 Qualified Financial Adviser job in West Yorkshire
FINANCIAL ADVISER who has gained 12 years’ experience within the financial services sector and a proven track record in exceeding objectives within a regulated environment. In last role, helped identify clients' financial priorities and objectives and then develop a strategy to achieve these goals within a desired timescale.