39 Finance Jobs in Potts Green(Financial Services)

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IFA Administrator

IFA Administrator

16 January by Clever-HR

IFA Administrator 25,000- 29,000 plus benefits We are delighted to supported this excellent directly authorised Financial Planning company. Experts in the deliverance of first-class advice across all aspects of Financial Planning. This includes inves...

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Finance Team Leader

Finance Team Leader

Yesterday by Arc Legal Group

Finance Team Leader | Colchester | Competitive Salary Benefits Arc Legal Group is a specialist provider of ancillary insurance products and services with deep knowledge and experience in each of our chosen markets. With over two decades of industry e...

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Finance Reconciliations Assistant

Finance Reconciliations Assistant

Yesterday by Arc Legal Group

Finance Reconciliations Assistant | Colchester | Competitive Salary Benefits Arc Legal Group is a specialist provider of ancillary insurance products and services with deep knowledge and experience in each of our chosen markets. With over two decades...

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Paraplanner

Paraplanner

2 days ago by Blakemore Recruitment

Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financial ...

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IFA Administrator

IFA Administrator

2 days ago by Opus People Solutions

The Financial Services Administrator will be responsible for maintaining and organizing client and portfolio records, arranging client reviews, preparing necessary documentation, and ensuring compliance with regulations. This role involves direct com...

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Credit Manager

Credit Manager

Hays are partnering with a leading publishing organisation to recruit a Credit Manager to join their team in Colchester. This will be a key operational role, reporting to the Financial Controller. The organisation thrives with a great culture and the...

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GMP Reconciliation Project Administrator

GMP Reconciliation Project Administrator

1 week ago by Ashe Consulting

This independent actuarial and employee benefits consultancy has an exciting opportunity for a GMP Reconciliation Project Administrator to join one of their Pensions Teams. The GMP Reconciliation Project Administrator will handle key aspects of the G...

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Associate Independent Financial Planner

Associate Independent Financial Planner

18 July by mbf.

Location: Essex, Cambridge, and Suffolk region (Office based in Cambridge with full flexibility for client meetings and working from home). A leading national independent financial advisory firm is seeking a knowledgeable, trustworthy, and proactive ...

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Self-employed IFA

Self-employed IFA

Self-employed IFA required, growing company, friendly & family firm with exceptional support for consumer duty Our client has a track record of putting customers needs first, that goes back more than a 30 years. They recognise just how important it i...

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Financial Administrator route to Paraplanner - Colchester / hybrid - £30,000 - £38,000 plus...

Financial Administrator route to Paraplanner - Colchester / hybrid - £30,000 - £38,000 plus...

Plus: Career Progression, hybrid working, study support & excellent benefits Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the ...

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Billing Controller

Billing Controller

Full Time Hybrid - Colchester Care UK is an awarding winning private care company with over 150 care homes across the United Kingdom. We are seeking an enthusiastic Billing Controller to join our vibrant and dedicated team. At Care UK, we are committ...

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Financial Adviser

Financial Adviser

15 July by Ortus PSR

A multi-award-winning boutique wealth management firm seeking a Financial Adviser to join their team of experienced chartered financial planners. This boutique IFA provides bespoke, truly independent financial advice based on their clients'? values, ...

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Chartered Financial Advisor

Chartered Financial Advisor

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...

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Business Assurance Analyst

Business Assurance Analyst

Business Assurance Analyst Our client are a Global Investment Management business with a relentless focus on delivering superior returns and personalised solutions, they specialise in navigating the complexities of today's financial landscape. Backed...

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New Build Mortgage Broker

New Build Mortgage Broker

5 July by BDM Recruitment

Are you a seasoned New Build Mortgage Advisor or Mortgage Broker with a passion for helping clients navigate the homeownership journey? Do you thrive in a flexible work environment and reside in the Essex area? If so, this exciting home-based opportu...

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Financial Advisor

Financial Advisor

Job Title: Remote Financial Advisor Location: Remote (UK) Are you a motivated and qualified Financial Advisor looking for an exciting new opportunity? We are seeking a dynamic individual to join our team, where you'll be provided with generated leads...

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Mortgage Sales Advisor

Mortgage Sales Advisor

22 January by Switch Recruitment

Our client, one of the UK’s leading mortgage brokers specialising with the new build sector, is currently looking to recruit several Mortgage Sales Advisor’s to join their growing team. Candidates will be responsible for converting enquiries to appoi...

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Paraplanner

Paraplanner

Job Summary: We are seeking an experienced Paraplanner to join our team in Essex. The ideal candidate will play a critical role in supporting our financial planners, contributing to the delivery of high-quality financial advice to our clients. This r...

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Junior Paraplanner route to Financial Advisor/Paraplanner Team Lead - Colchester - £35,000 - £45,000

Junior Paraplanner route to Financial Advisor/Paraplanner Team Lead - Colchester - £35,000 - £45,000

Hybrid working, Bonus, Study Support & Career Progression Plan An excellent opportunity has risen for a very well-established Wealth Management firm based near Colchester in Essex. Due to expansion and an internal promotion, they are now looking to t...

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Financial Administrator route to Paraplanner - Colchester - £30,000 - £35,000 plus...

Financial Administrator route to Paraplanner - Colchester - £30,000 - £35,000 plus...

Full-Time - Career Progression - study support plus excellent benefits & hybrid working Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growt...

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