An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.
Posted by Robinson Financial Careers • £23K/yr to £28K/yr
General
Working in an established team of Mortgage Administrators, the successful candidate will be tasked with the front and back end administrative support of a number of Mortgage Advisers.
A new opportunity has become available for an enthusiastic individual to join one of the UK's most dynamic national financial advice firms as a Mortgage Administrator, at their Central Swindon location.
Tasks will include
Submitting cases to lenders and uploading relevant documentation.
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Our clients are a highly regarded Wealth Management firm who are a nationwide company looking for a Financial Adviser for their Swindon office M4 corridor and surrounding areas to take on 200 HNW clients following a recent Acquisition.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Our client holds a national presence and specialises in financial planning and mortgage advice, with a focus on offering a tailored approach to each individual client, ensuring their best interest is at the heart.
Recruit UK is working with a fantastic company based in Swindon, looking to expand their Mortgage Admin team.
We are looking to add an experienced Business Administrator to join our friendly and bubbly team.
This will be a busy and varied role where no two days will ever be the same, you must be able to manage ever changing priorities in order to meet deadlines.
Duties will include
Managing company correspondence, including phone calls, emails, letters.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.