Wealth Management Advisor - Nationwide, UK Wealth Management Advisors Nationwide £35,000 - £50,000 We are looking to recruit 30 Wealth Management Advisers to join a forward thinking IFA supported by a two year employed contract. Key Features Guaranteed Basic salary of £35K - £50K with a validation of just 1.7 times salary in the first year and 2.3 times for year 2. Unlimited bonus potential. An RDR prepared business, including fee structures and excellent support for examination study towards Diploma Level 4. Sales and administration support for all Advisers. Long...

Personal Assistant - Leeds, West Yorkshire Personal Assistant £10 per hour dependent on experience Part time – 25 hours per week flexible across 5 days Leeds 11 - free parking Our client is looking for a highly motivated PA/Secretary to support their Chairman & General Secretary. Debt Managers Standards Association is a trade association, and was established in December 2000 in order to promote good practice in the debt management industry. Job Purpose: To provide secretarial/PA support to Chairman and assist with general administration work wherever required throughout the...

COMPLAINTS OFFICER - LEEDS, West Yorkshire Our Client is well known and operates within the IFA Market. They are now looking to meet with an Individual whao has good all-round experience and knowledge of handling Regulated and Non-Regulated Complaints. Purpose of the Role: To ensure the accurate and timely investigation of complaints in accordance with all internal processes and regulatory requirements. Responsibilities: * Maintaining accurate information to support workflow and quality assessment management. * Investigation and resolution of complaints to a high standard...

Paraplanner (6 Month Contract) - Halifax, West Yorkshire My Client is currently looking for an experienced Paraplanner for a 6 month contract to provide sales support and Paraplanning activity for the Advisers and Directors of their business. THE ROLE *To undertake or assist with research required by Wealth Management consultants to enable the consultants to provide a solution to the clients financial objective or need. *To process applications and undertake any administration associated with the role. *Assist Wealth Management consultants in providing ongoing servicing of clients post...

Insurance Advisor - Halifax, West Yorkshire Our Client is rapidly expanding and currently looking for and Insurance advisor within their personal lines team. This is a great oppurunity for people with different backgrounds to really get involved within insurance. Our contact centre is open 8am-8pm weekdays and 9am-4pm weekends, various shifts are available. The role will comprise: Providing insurance quotations Amending and renewing policies for existing customers Answering customer queries Liaising with the claims department on claims queries Providing assistance on projects if...

IT TRAINER - WEST YORKSHIRE - HUDDERSFIELD, West Yorkshire Our Client is well known and operates within the Financial Services Industry. They are now looking to meet with an Experienced IT Trainer. The Role: The purpose of the role is to develop and deliver internal user training programmes to support the implementation of MS Dynamics CRM v4.0 and SharePoint 2010 and any other linked applications within The Group. Experience Required: The essential experience required for the role is outlined in the JD (Despatched on Application). However, below are the key things that we’re...

Trainee Accountant - Bradford, West Yorkshire Our client is looking to recruit a full time Trainee Accountant to join their busy Bradford based office. This is a permanent position with a salary of £15,000 - £17,000 dependant on experience. The hours of work are 9.00am - 5.00pm Monday to Friday. Duties/Responsibilities *Assist with the completion of monthly management accounts. *Complete all bank account and balance sheet reconciliations. *Update all cash books. *Liaise with credit control department to ensure all banking is processed correctly and within agreed timescales *Be able to...

Relationship Officer/Business Development Officer - Leeds, West Yorkshire About Our Client Our client is leading Asian Bank with a strong focus in UK Market for Retail, Corporate & Treasury Operations Business. Our Client is expanding their Retail & Wealth Management Business in UK market. We are inviting the applications for relationship Officers /Business Development Officer for Leeds Branch. Job Purpose: To identify potential customers and sell products and services in order to increase customer base and achieve business objectives. Area of Responsibility To identify...

IFA Administrator and Marketing Coordinator - Leeds, West Yorkshire My client is currently looking for an IFA Administrator who is also experienced in Marketing for their business in Leeds. This is a rare and exciting opportunity to join an RDR ready company that is forward thinking and growing. THE ROLE You will be responsible for the high quality care and administrative affairs of a group of high net worth private wealth management clients. You will also be expected to arrange PR and marketing events and to liaise with Directors and other third party professionals. REQUIREMENTS...

Administrator - Leeds, West Yorkshire My client, a large organisation based in Leeds is currently seeking an experienced administrator to join their team. This is a busy and varied role where you will be responsible for providing a high level of administration support to the team. Duties will include: Processing of client applications to lenders and solicitors To instruct lenders re valuations and offers To organise and liaise with clients, solicitors and lenders until completion notification received Ensure client details are updated within main database Compile and submit...