Junior Paraplanner Job Type: Full-time - hybrid 2 days in the office and 3 days at home Location : Bath We are seeking an Junior Paraplanner to provide exceptional service by producing quality documents that offer clear advice to clients based on tho...
Junior Paraplanner Job Type: Full-time - hybrid 2 days in the office and 3 days at home Location : Bath We are seeking an Junior Paraplanner to provide exceptional service by producing quality documents that offer clear advice to clients based on tho...
Are you a skilled Mortgage Adviser with a passion for delivering exceptional customer service? Do you thrive in a fast-paced environment and enjoy helping clients achieve their financial dreams? If so, we want to hear from you. What’s the role? As a ...
Job Title: Training & Competency Manager Location: Bath (Hybrid/Remote) Salary: 60,000 - 80,000 This is a fantastic opportunity to join a dynamic and growing financial services group in a key leadership position within their Compliance function. We’r...
Training & Competency Manager Job Type: Full-time, Hybrid Location: Multiple locations with travel required Salary: Competitive We are seeking a Training & Competency (T&C) Manager to oversee the T&C function within our financial services group. This...
Training & Competency (T&C) Manager Location: Hybrid (2 days in-office, 3 days from home) Contract: Full-time | Permanent Salary: Up to 80,000 basic salary discretionary bonus and excellent benefits We’re working with a national financial planning, w...
Mortgage Advisor Bath Hybrid working Salary up to 35k, expected OTE 65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm are looking to provide experienced advis...
Realistic OTE of 65k in your first year 50/60 qualified leads per month Competitive commission splits up to 70% Self-Employed Mortgage and Protection Advisor – Remote OTE - 65,000 first year Are you an experienced Mortgage Broker suffering from a lac...
Plus: Competitive Bonus & Exceptional Benefits Are you an experienced Financial Adviser looking to focus on real client relationships rather than relentless sales targets? This is a rare opportunity to step into a warm client bank with a highly respe...
Are you looking to take your mortgage advice career to the next level? With lead provision, hands on supportto assist you with business planning and regular training, optimised web presence and CRM system to allow you to manage work flows efficiently...
We are seeking a detail-oriented and organised Wealth Management Administrative Assistant to support our clients Advice Solutions Team. The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations, and providing adm...
We are partnering with a well-established and highly regarded Financial Services organisation to recruit an additional Corporate Administrator. Our client is a leading firm in the industry, offering comprehensive services across corporate financial p...
Having partnered closely with this well-established firm for nearly eight years, we have witnessed their continued growth into a highly respected Wealth Management business. They are known for offering jargon-free, holistic financial advice to their ...
Mortgage Administrator - Remote (South West) Basic Salary up to 25k (DOE) - 30k OTE MINIMUM 1 year's mortgage administration experience Mortgage Administrator – Remote (South West) Basic Salary up to 25,000 (DOE) OTE 30,000 (Uncapped Commission/Bonus...
Salary: 60,000 to 70,000 Competitive Bonus & Excellent Benefits We’re proud to be partnering with a highly respected Wealth Management firm based in Bath, with whom we've built a strong relationship over the past eight years. During this time, we’ve ...
Mbf are working with an award winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth and employee benef...
Risk Manager 12-Month Fixed Term Contract 60,000 base exceptional benefits Hybrid working with occasional days in Bath As a trusted hiring partner of a prestigious, multi-award-winning wealth management organization, we are excited to invite a skille...
Risk Manager 12-Month Fixed Term Contract 60,000 base exceptional benefits Hybrid working with occasional days in Bath As a trusted hiring partner of a prestigious, multi-award-winning wealth management organization, we are excited to invite a skille...
We are recruiting an employed Mortgage advisor for a firm that truly support their advisers to succeed. If you are an experienced advisor looking to work within a loyal, friendly and passionate team in a fun and flexible working environment. Where ad...
Quality Assurance Lead - Pensions - Wiltshire Permanent 49,764 - 52,400.00 per annum Hybrid – 50% - 2/3 DAYS IN OFFICE – 2/3 DAYS WFH Full time Key Requirements and Responsibilities Significant post-qualification professional experience in a similar ...
Niche role for a large pension fund to manage a team and provide a high-quality service to members, develop the service and ensure excellent delivery. About the role Full management of team workflow management, ensuring service delivery target are me...
Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...
We are seeking a detail-oriented and organised Wealth Management Administrative Assistant to support our clients Advice Solutions Team. The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations, and providing adm...
Role Overview: The primary responsibilities of the successful candidate is to: Source and negotiate invoice finance facilities of up to 2million. Attend prospective client meetings to understand the business and suitability for funding. Generate new ...
Are you a detail-oriented professional with expert knowledge of CASS regulations, looking to take the next step in your career? Our client, a leading international wealth management platform, is looking for a CASS Manager to join their team. This is ...
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