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A Financial Adviser of ours who is based in Wales is now looking to retire and hand over their existing client portfolio. You will be working with a varied client base with a mix of requirements for face to face to virtual meetings depending on their...
Chartered Financial Advisor Salary: Competitive, based on experience Job Type: Full-time, Permanent About Our Client: Are you a Chartered Financial Advisor looking to elevate your career? Our client, a prestigious and forward-thinking firm, is seekin...
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management ...
Are you an experienced investigator with a proven track record in handling Suspicious Activity Reports (SARS) and Unusual Activity Reports (UARS)? Do you have the expertise to dive straight into complex cases and contribute to national security effor...
Compliance Officer The role: A successful financial services business focused on supporting customers for the past 30 years with excellent customer service is now seeking to appoint a Compliance Officer. The role of Compliance Officer reports to Head...
The role: A successful financial services company is now looking for a Collections Executive to join its team in Newport. The Collections Executive will play an important role in meeting the overall business objectives in ensuring all customer accoun...
The role: A successful financial services company is now looking for a Customer Service & Collections Executive to join its team in Newport. The Customer Service & Collections Executive will play an important role in meeting the overall business obje...
Compliance Onboarding screening Hybrid Up to 50,000 The role is ideally suited to an experienced financial services professional who holds at least a level 4 diploma in financial services. This is an important role that will help the business get a g...
Member Support Co-ordinator Cardiff Office based Up to 35k This role is best suited to those with 1 years’ administration experience within a Financial advisory firm and ideally have X-plan experience (Not essential). Within this role, you will be ex...
Pension Wise Guidance Specialist - Cardiff & the Vale FTC until 31^st March 2025 Hybrid Working Salary 32,020 Full time Interviews taking place Tuesday 16th at the Barry Office (CF62) Pension Wise is a free and impartial government service that offer...
Vacancy- BDM- South West Package- 55-70Kpa basic car commission Location- South West, primarily Wales Due to the huge growth in new business, our client is looking for a bridging BDM to join their team to focus on generating new business from the bro...
Specialist Finance Broker Our client is an award-winning mortgage brokerage who has set up a specialist finance arm. Due to rapid growth, they are seeking an experienced specialist finance broker. The main areas of business are bridging loans, develo...
Company Our client is a specialist Commercial mortgage broker dedicated to helping property investors secure the financing they need. Their expertise spans bridging loans, development finance, commercial mortgages, and all types of buy-to-let product...
An additional role has arisen for a Mortgage Underwriter due to our continued success. Having successfully recruited for the Underwriting team during 2023, we now have an additional vacancy for an Underwriter with previous mortgage experience to work...
Role - Credit Risk Analyst Location - Hybrid working with office based in Newport Hours - Mon-Fri fulltime With vibrant and collaborative offices in Newport, our client really is creating a progressive and engaging place to work. They are an award wi...
We are looking for a recent graduate to join an award winning Property Business as a Loans Administrator located in Nantgarw. Your role will be to working in Processing Team, supporting with all new lending applications from Businesses looking for a ...
Financial Adviser - Home based & Clients provided Experienced Financial Adviser required by a growing wealth management firm based in South Wales . You will be to provide holistic advice to the clients and deliver tailored solutions across the areas ...
Own Your Success as a Mortgage Advisor or Mortgage Broker in Rumney, South Wales BDM Recruitment is searching for a driven and ambitious Mortgage Advisor or Mortgage Broker to join our thriving client firm in Rumney, South Wales Are you passionate ab...
MORTGAGE & PROTECTION ADVISOR - REMOTE Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided? One of our clients b...
Compliance Onboarding Administrator Up to 45,000 Remote working This role is best suited to those with experience within a financial advisory firm or network working within the onboarding team. This is a remote role, with travel to either the London ...
We are a dynamic and innovative company at the forefront of our industry. Our team is passionate about delivering exceptional products and services, and we are looking for a dedicated Financial Crime Operations Manager to join our team. This role wil...
Specialist Mortgage Advisor - Hybrid role based in Cardiff Exceptional career progression opportunity within a growing brokerage. 70k OTE, all leads provided and administrative support About the Company A specialist finance company based in Cardiff a...
IFA Administrator Remote working Salary 38k This role is best suited to an experienced IFA Administrator who is proficient in using X-Plan. The company are offering remote working as well as a salary up to 38,000, dependent on experience. The Company...
Job Title: Second Charge Mortgage Advisor Salary: 27,500 - 35,000 uncapped bonus (OTE 70k ) Location: Fully Remote (Must be based in the UK) About Us: Join the revolution and be a part of something extraordinary Our award-winning client is a househol...
Are you passionate about ensuring compliance and delivering top-notch assurance in the financial services sector? Do you excel in stakeholder engagement and have a knack for thematic reviews? If so, we have an exciting opportunity for you Position: C...
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