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                        Popular Financial Services Job Searches:

                        Financial Services industry jobs in South West

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                        Financial Controller Our client is a leader in the B2B supply and management of Enterprise Mobility Solutions, working within various markets including Retail, Transport & Logistics, Warehousing, Distribution and Field Services. Receiving awards from manufacturers, the company continues to surpass goals and targets set within the industry. Our client is a young, driven and passionate organisation ...
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                        Our client, a leading financial services business is looking to recruit a Business Assessor. The key purpose of the role is to assess the suitability of advice given by the businesses appointed representatives. Key responsibilities: Review and assess client files to ensure that the appropriate standards are maintained Achieve the agreed number of advice checks per day and peer review checks per we...
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                        Our client, a leading financial advice network are seeking a Pension Planning Consultant (PPC) to be responsible for pre-approval retirement cases for drawdown and annuities, as well as SIPPs. Responsibilities: Checking cases of pre-authorisation retirement, annuities and SIPPs cases with a view of completing detailed analysis of each - this will include reviewing and signing off the advice and su...
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                        CACEIS is an asset servicing bank specializing in post-trade functions related to administration and monitoring of all asset classes. Present in Europe, North America and Asia, CACEIS offers a complete range of products and services: execution, clearing, custodian bank-custody, fund administration, middle-office solutions, foreign exchange, securities lending, fund distribution support and issuer ...
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                        Job Title: Trainee Paraplanner Location: Bath Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20249 About the Company: An award winning Financial Planning and Investment Management consultants with a reputable name for providing high quality advice to HNW and UHNW clients, Corporate clients and Charities. They offer holistic financial planning based on indi...
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                        Job Title: Senior Paraplanner Location: Bath Job Sector: Financial Services Job Type: Permanent Salary: Up to £50,000 Job Reference: LS/20248 About the Company: An award winning Financial Planning and Investment Management consultants with a reputable name for providing high quality advice to HNW and UHNW clients, Corporate clients and Charities. They offer holistic financial planning based on ind...
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                        Job Title: Paraplanning Manager Location: London/ Cheltenham Job Sector: Financial Services Job Type: Permanent Salary: £40,000 - £60,000 Job Reference: LS/20198 About the Company: A Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. Currently managing close to £13bn FUM with an emphasis on Long-Term Tax planning, Investment...
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                        Job Title: Paraplanning Manager Location: London/ Cheltenham Job Sector: Financial Services Job Type: Permanent Salary: £40,000 - £60,000 Job Reference: LS/20198 About the Company: A Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. Currently managing close to £13bn FUM with an emphasis on Long-Term Tax planning, Investment...
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                        CWS This is a 3 month Temporary Contract with the possibility of extension after the 3 months. Hours: Monday- Friday 9am - 5pm and every Saturday 9am - 2pm on rota basis. As a Barclays Customer Advisor, you'll be the first point of contact for our customers, providing expert advice on the products and services that are right for them. You'll be encouraged to grow in your role, and work in new inno...
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                        Are you fluent in German or Native German living in the Plymouth area? Are you an experienced phone based Customer services advisor ? If this sounds like you we want to hear from you. Working in an international customer service team you will be working in a fast paced and rewarding environment. Your duties will include but not be exclusive to Receives requests by mail, telephone, or in person reg...
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                        Blackfinch is a growing, forward-thinking business specialising in Investments. Valuing flexibility, transparency and integrity in everything we do, and we are currently looking for a Client Asset Accountant to join us in Gloucester, becoming part of a company that is wanting to create value as well as enabling both our customers and our people to thrive. You will be working with the Senior Financ...
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                        Title: Paraplanner Location: Cheltenham Salary: Competitive Ref: LH/20202 We are pleased to be working with a respected wealth management firm who are recognised as being specialists in their field. Our client is looking for a Paraplanner to join their team, this is an excellent opportunity for someone with paraplanning experience looking to progress further in their career. About the role: As a P...
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                        Job Title: Investment Administrator Location: Bristol Salary: Competitive Job Ref: LH/20147 Cavendish Maine is delighted to working with an extremely well established Pensions and Investment firm based in Bristol. They are specialists in their field and this a great opportunity for someone with some Investment experience looking to progress further in their career. You will be working with friendl...
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                        Role:Senior Finance Advisor Location: Bristol Contract: Fixed term contract until December 31st 2019, 0.4 FTE Salary: £39,000 (pro rata for part time) Closing date: 12th April 2018 OVERVIEW OF ROLE: Our client supports SME businesses through the whole cycle of growth, from pre-start and start-up to sustainability and growth, via a blend of branded services. They deliver funded start-up and growth ...
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                        The Company Superb organisation that genuine value their staff. Market leader in the wealth management / financial services field. The role: The main purpose of the role is to support the professional development of the Financial Advisers via professional industry qualifications and internal licensing exams. Key Responsibilities: To support the creation, updating and monitoring of our internal on-...
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                        Role:Enterprise Advisor Location: Bristol Contract: Fixed term contract until December 31st 2019, Full time Salary: £28,000 - £32,000 depending on experience Closing date: 13th April 2018 OVERVIEW OF ROLE: Our client supports SME businesses through the whole cycle of growth, from pre-start and start-up to sustainability and growth, via a blend of branded services. They deliver funded start-up and ...
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                        Fancy being the go-to person? It's nice to be important, and in this role you would be important. You would be the first port of call for financial advisers who have queries in relation to their very highest value clients. And these clients are very wealthy indeed, often worth millions, and therefore you need to be able to find a solution and find a solution quickly. This is a new role on a new te...
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                        Enjoy resolving problems? This is a new role designed to provide an incredible level of support to financial planners who have very wealthy clients (we are talking multimillionaires). Whilst renowned for the quality of their service proposition the business is not afraid to continually assess how they support their advisers and keep their clients happy. The result is this division. The right perso...
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                        Job Title: MI and Reporting Analyst Location: Bristol Sector: Financial Services Job Type: Permanent Salary: £19,000 - £29,000 Reference: LH/20113 The Company: Cavendish Maine are pleased to be working with an extremely well-established Pensions and Investment firm who are specialists in their field and are very established in the marketplace. This is a great opportunity for someone with MI and re...
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                        Part Time Field Operative Required Large Financial Service organisation seeks enthusiastic, self-motivated individuals to join our team of nationwide field operatives in a unique, part time & flexible role. As a successful Part Time Field Operative you will earn £10 per hour plus commission, you will also receive a fuel allowance, working 16-20 hours per week, whilst creating your schedule to suit...
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                        Part Time Field Operative Required Large Financial Service organisation seeks enthusiastic, self-motivated individuals to join our team of nationwide field operatives in a unique, part time & flexible role. As a successful Part Time Field Operative you will earn £10 per hour plus commission, you will also receive a fuel allowance, working 16-20 hours per week, whilst creating your schedule to suit...
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                        Part Time Field Operative Required Large Financial Service organisation seeks enthusiastic, self-motivated individuals to join our team of nationwide field operatives in a unique, part time & flexible role. As a successful Part Time Field Operative you will earn £10 per hour plus commission, you will also receive a fuel allowance, working 16-20 hours per week, whilst creating your schedule to suit...
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                        Working on behalf of a leading IFA firm that operates throughout the South & South West of England, we are seeking an experienced Mortgage Administrator Established in 1997, our client have an strong extensive history providing sound advice to both families and business, whilst working closely to solicitors, accountants and estate agents. Their team of qualified advisers, offer professional, un-bi...
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                        Job Title: IFA Administrator Location: Cheltenham Salary: Competitive Job Ref: LH/20203 Cavendish Maine is delighted to working with an extremely well established wealth management firm based in Cheltenham. They are specialists in their field and this is a great opportunity for someone with some pensions and investment experience who is looking to progress further in their career. You will be work...
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                        Our client, a leading financial advice network are seeking a Pension Planning Consultant (PPC) to be responsible for pre-approval retirement cases for drawdown and annuities, as well as SIPPs. Responsibilities: Checking cases of pre-authorisation retirement, annuities and SIPPs cases with a view of completing detailed analysis of each - this will include reviewing and signing off the advice and su...
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