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.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Swindon
The position will be based in Swindon, with leads provided from the Estate Agency team.
The successful Mortgage and Protection Advisor will be offered
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.
A well-established national insurance broker with offices in Swindon is seeking to speak with an experienced Customer Service Support Advisor who are looking for the next step in their career.
Your Role
Sitting at the centre of the team, you offer a broad range of admin and support services to our senior management.
Prepare meeting notes and presentations, your ideas and skills mean a high quality output.
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.
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.
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.
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.
Red Recruitment is recruiting an Insurance Advisor to join a thriving established insurance broker located in Swindon.
The successful candidate will have both sales and insurance experience.
With many benefits including a bonus structure as well as a salary of £27,000 per annum (depending on experience), this is a fantastic position for those who are wanting further their career.
Posted by Morgan McKinley • £33,798.61/yr to £36,615.16/yr
Reporting to the Financial Controller, your role will be managing the small Cash management function with 7 direct reports: Accounts Payable, Accounts Receivable, Cash flow reporting, as well as production of our annual accounts, tax and compliance, and supporting the Financial Controller.
Morgan McKinley is excited about this opportunity to join a growing Finance team as a Assistant Financial Controller based in Swindon.
This is a hybrid role and working and a supportive environment.