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I have a new and exciting opportunity for an experienced Collections professional based in Bristol. My client is within the financial services sector, and is currently looking for an experienced Collections/ Credit Controller to join there team. You ...
Are you looking to start a career in Investment Operations? Do you have strong numeracy and analytical skills? Our client, a growing embedded investment platform, is looking for a Junior Analyst to join their SIPP Operations team on a full-time perma...
IFA Administrator Based South of Bristol Salary - 25,000 - 33,000 depending upon experience/qualifications Are you an IFA Administrator considering your next job move? Would you like the opportunity to work for a company with genuine progression pros...
Basic Up to 60k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now Basic 50,000 - 65,000 bonuses car package benefits - 100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their u...
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now Basic 50,000 - 65,000 bonuses car package benefits - 100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their u...
One of our favourite clients has an opening for an experienced Independent Financial Adviser to work from their Bristol office on a hybrid basis. Working alongside the Directorship, you will be tasked with developing an established client book of hig...
Competence & Development Manager, Bath Salary Guide 60,000 p.a. benefits Our client is a well-established IFA firm that provide private and corporate advice to clients on a national scale. The Role To be responsible for fulfilling the requirements of...
Senior Financial Planning Administrator, Bath 24,000 - 27,000 p.a. DoE plus discretionary bonus Hybrid Working, 2 days a week from home We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experience...
Why Wait for Retirement for an AUM Buyout? Unlock New Opportunities with Our IFA Firm's Unique Offer As a financial advisor, you might envision building a thriving portfolio of clients and eventually retiring with a bonus from your current firm. But ...
Paraplanner (part or fully qualified condidered) Based South of Bristol Salary - 30,000 - 45,000 depending upon experience. Are you a Paraplanner considering your next job move? Perhaps you are just starting out on your paraplanning journey and looki...
Junior Paraplanner Based South of Bristol Salary - 27,000 - 35,000 depending upon experience. Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move? Would you like the opportunity to work for a company with genuine p...
Are you proactive with an excellent eye for detail? Do you have great teamwork skills and an interest in financial services? Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join th...
Do you have experience in Customer Services or the Financial Services sector? Are you organised and able to multitask? Our client, an award-winning investment and technology solutions firm, is looking for a Client Services Consultant to join their te...
Do you have prior experience working in investment services? Do you have knowledge of SIPP products? Our client, a growing Wealth Platform, is looking for a Junior Operations Analyst to join their SIPP department in Bath. Your Responsibilities: Suppo...
Leads provided and administrative support Self employed or employed OTE 50k great earning potential Welcoming and collaborative team environment As a Commercial Finance and Mortgage Broker, you will asses clients’ requirements, providing advice and s...
Job Title: Financial Adviser Location: Bath Salary: Up to 70,000 Job Ref: 9182 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with of...
Job Title: Financial Adviser Location: Bath Salary: Up to 70,000 Job Ref: 9182 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with of...
We are currently looking for a Mortgage Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Bristol. The position will be based in Bristol with leads provided from the Estate Agency team. Working...
Are you a compliance professional with an understanding of CDD? Are you able to work in central Bristol 2 days a week? If the answer is yes to these two questions then we have a fantastic opportunity for you to join a leading law firm in their growin...
Our client is helping a wealth management firm find a Senior Compliance Advisory Manager to ensure they comply with all relevant laws, regulations, and internal policies. This full-time compliance role is based in Bath 2 days/3 days WFH and offers a ...
Are you a compliance professional with a good understanding of KYC and CDD? Are you able to work in central Bristol 2 days a week? Do you have team leading or supervisory experience? If the answer is yes to all these questions then we have a fantasti...
Our client, a highly regarding financial advisory business, are looking for a T&C Manager to join the company based in the South West. The T&C Manager will work closely with advisers across the business to ensure that each individual meets their pote...
Operations and Compliance Director, outskirts of Bristol Hybrid, Up to 100,000 This Operations and Compliance Director role is best suited to those who have held SMF16 and SMF17 permissions and who are experienced at looking after Independent Financi...
Paraplanner, outskirts of Bristol Hybrid, Up to 60,000 This paraplanner role is best suited to paraplanners with at least a year’s worth of experience in addition to holding at least the level 4 diploma in financial advice. The business will provide ...
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