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Client Account Manager Financial services

3 days ago by Focus Resourcing

Due to expansion our busy financial services client is looking to recruit for an experienced Client Portfolio Manager. Duties: Manage up to 150 client accounts and ensure all client information is up to date Prepare and submit applications for new bu...

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Paraplanner

22 October by Purple Placements

Financial Services Paraplanner Position Overview: My client is seeking a highly qualified and experienced Financial Services Professional to join their team. The ideal candidate will have a strong background in regulated financial services, with a fo...

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Trainee Stockbroker

23 October by Regal Brooke Limited

Are you a motivated individual with a keen interest in the financial markets? Are you looking for an exciting opportunity to kick-start your career in stockbroking? If so, we have the perfect role for you We are currently seeking a Trainee Stockbroke...

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Fraud and Underwriting Manager

4 November by MERJE Ltd

MERJE is seeking a talented Fraud and Underwriting Manager for a leading financial services company. This pivotal role involves overseeing pricing models, underwriting engines, and fraud detection systems. The successful candidate will lead a team, r...

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IFA Administrator

10 October by mbf.

Are you an experienced IFA Administrator looking to play a pivotal role in a growing financial services business? We are recruiting for a highly successful and expanding financial services company, known for its expertise and reputation across multip...

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Quality and Compliance Onboarding

8 July by Finlink Ltd

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...

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Client Admin (Wealth Management)

8 November by Recruit UK

Recruit UK is looking for an Client Administrator. This Cardiff-based financial planning firm offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies. With a dedicated support team and advanc...

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IFA Administrator (2 days in office, 3 days WFH)

Client Services Administrator - Penarth We are seeking a client services administrator to join a well-established financial services firm based near to Penarth. You will work closely with the senior paraplanners and financial advisers to support the ...

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Compliance Onboarding Administrator

6 November by Finlink Ltd

Compliance onboarding administrator Cardiff Up to 35k This role is best suited for those who have worked in an onboarding role, a KYC/AML role, preferably within a regulated industry, or a role within financial services in the past. You will be joini...

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Senior Underwriter (Specialist Lending)

The role: We are currently working exclusively with a successful financial services business who wish to appoint a Senior Underwriter. Reporting to Head of Underwriting the role of Senior Underwriter will play a business critical role in assessing sh...

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Trainee Financial Advisor

23 October by Regal Brooke Limited

Trainee Financial Advisor Location: Nationwide (Multiple office locations) Are you passionate about finance and eager to embark on a rewarding career in the financial services industry? Look no further We are currently seeking enthusiastic individual...

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IFA Administrator

IFA Administrator Location: Cardiff Salary: 25,000 - 30,000 Duration: Full time, Permanent We are working with a well renowned Chartered Financial Adviser based in Pontprennau, Cardiff who are looking for a new IFA Administrator to join their growing...

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Pension Transfer Specialist

24 October by Finlink Ltd

Pension Transfer Specialist Support Salary negotiable Working arrangements to be discussed Are you looking for a role where you can use your experience of working within the financial services industry and in particular, advice relating to the transf...

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Financial Adviser

4 November by GCB Recruitment

Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cash...

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Bridging Underwriter

15 October by KFS Recruitment

Underwriter Bridging Finance Cardiff We are currently working with a fast-growing lender, who are looking for a Bridging Underwriter to join the team. The Underwriting team is currently expanding, to ensure the business can grow and continue to deliv...

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Financial Planning Administrator

1 November by Heat Recruitment

An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in Penarth. This company prides itself on th...

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IFA Administrator

24 September by Finlink Ltd

IFA Administrator Hybrid working (2 days in the office) Up to 32k Cardiff This role is best suited to those individuals with 2 years’ experience within an IFA Administration role and working towards being level 4 qualified. This role is in a hybrid c...

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File Checker

24 October by Finlink Ltd

File Checker Hybrid working Up to 45k Cardiff This is best suited to individuals with at least 5 years of experience within financial services, currently in a compliance, advisory or Paraplanning role and holding a level 4 diploma. You will be utilis...

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Mortgage Advisor - Remote Work From Home

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...

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Senior Mortgage Advisor

My client is an award-winning Financial Services firm with an outstanding culture and high standard of professionalism. They are looking for a Senior Advisor to join the mortgage arm of their business. This is a self-employed opportunity with a full ...

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Paraplanner

3 October by Finlink Ltd

Introduction Are you a paraplanner with at least one year of experience and a Level 4 diploma in financial advice through CII, CISI, or LIBF? If you're looking for the freedom to work where you want, when you want, and for as long as you choose, all ...

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Second Charge Mortgage/Secured Loan Advisor

18 May by mywork

Job Title: Second Charge Mortgage Advisor Salary: 30,000 - 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...

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Debt Collections Specialist - Vulnerable/Forbearance Team (FULLY REMOTE)

Yesterday by The Recruiters Room

Servicing Specialist - (Vulnerable/Forbearance Team) Fully Remote Based 27,000 Bonus PERMANENT PLEASE NOTE THAT THIS ROLE HAS A START DATE OF 10TH FEB 2025 • Do you have experience of dealing with VULNERABLE customers BY TELEPHONE within a financial ...

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Developing Underwriter

11 November by eFinancialCareers

Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...

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CUSTOMER UNDERWRITER SENIOR

11 November by eFinancialCareers

Company Description Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses. Our Retail division helps people enjoy a more colourful retirement, both ...

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