We have an opportunity for an enthusiastic and committed lawyer to join our Financial Services Team in Scotland, with members based in Edinburgh and Glasgow.
CMS has one of the few large, stand alone financial services practices in the City of London.
The combined UK Financial Services team consists of 9 partners and a team of 22 other fee-earners and trainees in the UK.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.
Key responsibilities
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
Posted by CEH Recruitment Limited • £24K/yr to £27K/yr
Our client a well established local business based in Swansea is looking to recruit several Financial Services Administrators on a fulltime permanent basis due to company growth.
Working as part of an established team you will deal with the initial Mortgage Application and associated paperwork and taking it to the "Mortgage deal in Principle" stage before handing it over to the Mortgage Underwriting team who take it through to completion.
This role will involve a lot of telephone-based conversations with clients/customers and also the associated paperwork.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
Everflow is an award-winning, innovative utilities company, serving businesses across the UK with Excellent' rated, environmentally friendly water supply and waste collection services.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Reed Financial Services are pleased to be working with a well-established independent financial advisers with offices based in Ferndown near Bournemouth.
Their team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
They seek a Level 4 Qualified Compliance Officer to join their business and help with the day-to-day duties , this role is part time up to 25 hours a week and can be any day or hours the successful wishes.