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Financial Services Paraplanner

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 13 hours ago

We are seeking an experienced and highly competent Paraplanner for a forward thinking financial services organisation based in Taunton. The role will involve completing a variety of the nonclient facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients. If successful you will be responsible for preparing and maintaining client files, undertaking research and preparing recommendations to meet a clients needs and objections and preparing suitability reports. You will be working as part of a dedicated team alongside the firms advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Maintaining high levels of compliance and keeping up to date with new product, technical or legislative changes within the marketplace will be key to ensuring your success in the role. In addition, to apply we will be looking for you to hold a detailed knowledge of the both the FCAs rules and requirements and also the FCAs and the firms record keeping requirements. You will need a broad and thorough knowledge of the financial services industry and also a high level of technical knowledge. You will need to hold your Diploma in Regulated Financial Planning or be working towards it. You will also need excellent communication skills, both written and verbal and the ability to pay high attention to detail. Great time management skills and the ability to work to deadlines are also essential. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Treasury Manager

  • Nationwide / Work from Home
  • £350 - 450 per day
  • Contract
Posted 8 days ago

Treasury Manager £350 - £450 per day Taunton, Somerset Are you looking for an exciting new role as a Treasury Manager? Our well-established client is seeking a Treasury Manager to oversee the day to day treasury operations to include liquidity management, cash flow forecasting, foreign exchange and interest rate hedging. When necessary, you will be involved in treasury projects as well as supporting the continued development of the wider department. Key Responsibilities as a Treasury Manager Produce precise financial information correctly to enable senior management to make accurate decisions Make sure suitable banking facilities are in place to meet the business objectives Monitor movements in foreign exchange rates, interest rates and counterparty risk ratings Ownership of the department's short term cash flow Work closely with the finance team on treasury audit requirements to ensure accurate disclosure of the company's financial and statutory accounts Identify and deliver working capital opportunities across the business Essential Skills Confident using Microsoft Office, particularly Excel A deep understanding of FX and interest rate products Intermediate knowledge of foreign exchange and interest rate products Educated to degree level Excellent commercial and analytical skills Desirable Skills AMCT Qualified * Hedge Accounting (IAS 39) If this is you then please click APPLY now or email Kate(dot)brown(at)interquestgroup(dot)com ##### ######

Compliance Officer

  • Nationwide / Work from Home
  • £32000 - £36000 per annum
  • Permanent
Posted 15 days ago

The Company: A new permanent vacancy has become available at leading financial services firm based in Central London. They are looking for a Compliance Officer to join their Compliance team and report to a Compliance Manager. Responsibilities of the job: Complete daily and monthly compliance monitoring tasks in line with the annual compliance monitoring programme. This will include file reviews, using appropriate tools and methodologies and documenting the results accurately and in a timely fashion. Provide daily advisory on regulatory issues to management and staff, with an appropriate focus on good client outcomes at all times. Find, investigate and report breaches and incidents whilst ensuring that these are logged accurately in the Breaches & Incidents database and following up their appropriate resolution. Provide appropriate and considered answers to queries on policies and procedures, escalating queries to the Head of Compliance when necessary. Skills, Knowledge and Experience: You will have 13 years of Compliance experience. You will be educated to degree level. * Good understanding of relevant regulatory requirements including FSMA 2000, the FCA rulebook and ISA Regulations. This is a fantastic opportunity to work for a forwardthinking organisation and gain exposure to multiple areas of the business, getting involved with a number of initiatives across the compliance functions. If you would like more information on the role, please send your CV to #####@######.###

Paraplanner

  • Nationwide / Work from Home
  • £30000 - £40000 per annum + market leading benefits package
  • Permanent
Posted 12 days ago

Paraplanner Sheffield £30,000 £40,000 (fully negotiable depending on experience and qualifications) plus market leading benefits, free parking, exam support, bonus, flexible working An excellent new opportunity has arisen to join a highly successful IFA firm in Sheffield. This is a Paraplanner position supporting the hugely successful Wealth Management team. The role will be providing full technical paraplanning support to a top performing IFA within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax and inheritance planning. This will be an extremely varied role with fantastic progression and development potential. You would be expected to have a very analytical mind and be able to take a unique approach to each case to ensure a genuinely personalised service is offered to each affluent client. This is an excellent opportunity for individual looking to become part of a successful firm and add genuine value to the business. Full support will be provided to attain additional industry qualifications. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm but who is now in position to take the next step into a role that is more than just basic paraplanning. With this in mind a market leading salary of anything from £30,000 £40,000 (more for exceptional candidates) is on offer and this is an opportunity not to be missed. There is also modern offices, friendly and successful colleagues who are all working to the same goal of providing the best offering in the market Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

AUDIT SENIOR

  • Nationwide / Work from Home
  • £40k - 50k per year
  • Permanent
Posted 23 days ago

The Firm The client is an International practice of Chartered Accountants with its head office in the UK. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. The client base is extensive, ranging from the business affairs of high net worth individuals to multi-national groups. Our clients are involved in the full spectrum of business, from start-up and entrepreneurial companies to mature groups, across a wide variety of commercial, generally high margin, sectors (eg motor sport, high end retail brand, property development, technology, financial services) and the 'not for profit' sector. Duties Liaising closely with managers to undertake audit risk assessments and audit planning Suporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Person Specification ACA/ACCA (or equivalent) nearly or newly qualified; Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills The successful candidate has the opportunity to get involved with one off special projects including: Prepation of statutory financial statements for big 4 firm's audit clients Valuates Work Acquistion and disposal due diligence excersises * Review and documentation of internal control procedures and systems

AUDIT SENIOR

  • Nationwide / Work from Home
  • £40k - 50k per year
  • Permanent
Posted 23 days ago

The Firm The client is an International practice of Chartered Accountants with its head office in the UK. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. The client base is extensive, ranging from the business affairs of high net worth individuals to multi-national groups. Our clients are involved in the full spectrum of business, from start-up and entrepreneurial companies to mature groups, across a wide variety of commercial, generally high margin, sectors (eg motor sport, high end retail brand, property development, technology, financial services) and the 'not for profit' sector. Duties Liaising closely with managers to undertake audit risk assessments and audit planning Supporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Person Specification ACA/ACCA (or equivalent) nearly or newly qualified; Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills The successful candidate has the opportunity to get involved with one off special projects including: Preparation of statutory financial statements for big 4 firm's audit clients Valuates Work and disposal due diligence exercises Review and documentation of internal control procedures and systems

Audit Senior

  • Nationwide / Work from Home
  • Market related
  • Permanent
Posted 13 days ago

Audit Senior - Business Services Group I am looking for an Audit Senior on behalf of an International practice of Chartered Accountants. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. As Audit Senior you will manage the whole audit process from start to finish and liaising closely with managers to undertake audit risk assessments and audit planning. Key Responsibilities Supporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Skills & Expertise ACA/ACCA (or equivalent) nearly or newly qualified Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills * At least 50% audit exposure in current role To apply, please email #####@######.### with your CV attached.

Account Director Financial Services

  • Nationwide / Work from Home
  • £100000 - £150000 per annum + car , pension and benefits
  • Permanent
Posted 20 days ago

Account Director for (FS) Financial Services Are you a successful salesperson? Do you have exposure selling complex services/cloud services into the Financial Services sector? Have you closed multimillion pound deals and led transformation exercises? If this sounds like you I would love to speak to you .! Our client is a multiaward winning Google only premium partner in EMEA . They are on the cusp of doing big things and with the backing of Google , they are in the process of putting the building blocks in place to really deliver on their strategy for growth. They are at the cutting edge with use of the Google cloud platform, getting into conversations around , RPA , Big Data, AI, MFID II/MiFIR . The conversations are going to be quite wide and varied and at CIO level. They have already won flagship business within the FS sector and there will be some accounts to manage, however a hunter mentality is what will do very well in this role. We are looking for someone to grow the sales business in this area as quickly as possible, is this you? What you will be doing Day to Day responsibilities include: Be the sales & lead specialist in Professional Services, consultative complex sales Be business and technology focused outcome orientated Selling at CIO / CTO level and able to deliver £23 million plus of annual revenue Be required to generate proposals built and focused around identified business needs. Deliver presentations internally and externally regarding the Cloud and Managed Services value proposition Deliver target GM against an annual target set by the business tracked on a quarterly basis 57 years experience in sales technology, business outcomes and in enterprise or showing ability Clevel engagement and consultative approach and able to demonstrate what control they had and what they achieved Able to demonstrate a solid background in selling software technology and progressing in each role and now looking for the next step Manufacturing, retail or fintech experience ideally but not wholly Providing consulting / professional services around emerging tech ML, Data, Analytics etc Has appreciation of Cloud journey and demonstrating knowledge of major public cloud What youll need The Account Director for Financial Services will be key in driving business growth for my client as such must have past experience in selling IT Services/Software. The successful candidate must also have. A valid UK driving licence Commutable to Wiltshire/Reading OR Central London Be eligible to work in the UK Proven track record of achievement against target AoV £250400K What they are offering Circa £100150K basic + 6080% OTE uncapped + Bens

AUDIT SEMI SENIOR

  • £30k - 38k per year
  • Permanent
Posted 23 days ago

The Assurance Services Group (ASG) of the Corporate Services Department is looking to recruit an Audit Semi-Senior who can work within the department, assisting running audits for a range of clients from SME's to medium-sized complex groups CORE RESPONSIBILITIES Attend pre-audit discussions with partner and manager Plan smaller audit assignments with the assistance of the audit partner and manager Ensure an adequate briefing is held and other members of staff are briefed in detail Ensure that the work undertaken on site is in accordance with the approved plan and budget Draft and prepare client accounts/statutory accounts of partnerships and LLPs along with Tax computations Draft quarterly VAT returns and Corporation Tax returns (CT600) Compile Profit and Loss accounts, balance sheets of assets and liabilities and trial balance accounts Draft reports covering financial statements, client business issues, systems and controls Prepare management accounts Liaise closely with clients and other stakeholders, keeping the relevant manager/supervisor informed of developments SKILLS AND EXPERIENCE Already working towards ACA/ACCA qualification with audit file preparation, accounts and corporate tax experience Double entry accounting and bookkeeping skills Approximately 12-18 months relevant work experience in a Top 50 firm Accountancy audit based training IFRS knowledge Statutory and management accounts preparation for UK entities Competent using MS Office, particularly Excel - intermediate / advanced level Knowledge of Caseware, Sage, Quickbooks, Xero, Alphatax and CCH

Audit Manager/Senior Manager

  • Nationwide / Work from Home
  • £70k - 90k per year + Leading Benefits + Bonus
  • Permanent
Posted 13 days ago

Internal Audit Manager/Senior Manager - Leading International Bank I am working on behalf of a leading International Bank to find an Internal Audit Manager/Senior Manager who will oversee and lead a range of audits. You will also assess and report on the effectiveness and the operation of control frameworks. As Internal Audit Manager/Senior Manager you will execute audits across all businesses in the banking division. This is a fantastic opportunity for a driven individual to progress in their career whilst having full exposure to the business. Key Responsibilities Lead and manage the full life cycle of audits Identify and assess risks and controls Design suitable strategies to test process controls Discuss audit findings and corresponding action points with clients and partners Skills and Expertise Internal Audit experience across Wholesale Banking / Asset Management / Treasury / Risk (My client is open to all Banking and Financial Services audit backgrounds) IIA, ACA or equivalent qualification (Ideally 2+ years post qualified experience) Experience in the following areas are preferable: Related experience in credit and market risk management activities and back office operations Relevant PRA / FCA regulations and market practices knowledge To apply, please email Rebecca at #####@######.### with your CV attached.

Data Analyst | SQL | Finance

  • Nationwide / Work from Home
  • ATTRACTIVE
  • Contract
Posted 9 hours ago

THE COMPANY ConSol Partners' client is one of the largest European financial services companies, operating in a number of countries worldwide. They are currently looking for a Data Analyst to join them at one of their main offices, in Brussels, for a 6 month extendable contract. Job title: Data Analyst Rate: Attractive Location: Brussels Contract Length: 6 months+ RESPONSIBILITIES As the Data Analyst for ConSol Partners' client, you will be onsite in Brussels working to translate data into plain English. This company collects huge amounts of data on a daily basis - it's your job to take the data, and use it to help our client understand how to make better decisions. REQUIREMENTS: - Understanding of where data comes from, and how to structure it in such a way that it is readily consumable, regardless of its source system (system independent) - Understanding of Data Integration - Previous experience in a similar role in finance analytics - Excellent SQL and Excel skills (including pivot tables, functions, macros, charts). - Dashboard building experience is necessary. - Tableau, Qlikview, PowerBI, or Microstrategy experience ideal Strong mathematics and statistics knowledge - ideally you will have a degree in a quantitative subject CONSOL PARTNERS Founded in 2008, ConSol Partners are one of the world's leading technology recruitment brands with headquarters in the City of London and international offices in Los Angeles & Boston. ConSol Partners provide permanent and contract recruitment

Finance Support Analyst

  • Nationwide / Work from Home
  • £30000 - £35000 per annum + 25+STAT, Work from Home, DiS, Pension
  • Permanent
Posted 16 days ago

10913 Finance Support Analyst Job Spec Location: Northamptonshire Summary Working exclusively with Paul Mitchell Associates, our Client, an established & highly successful company based in Northamptonshire, is seeking to recruit an experienced Finance Support Analyst on a fulltime permanent basis to join their growing team. The successful candidate will be responsible providing Client support and delivering an exceptional level of customer service for a significant number of respected organisations across the UK. Working with an existing team of analysts, you would be working to deliver application support to new & existing Clients with an emphasis on finance. Accordingly, a background in finance / accountancy is essential and you will need to demonstrate a passion for delivering an excellent Client experience and a desire to learn. The company is based in Northamptonshire however, the role would be largely remote working from home with occasional visits to Head Office. This is a newly created position representing an excellent opportunity for the right candidate to make their mark. Responsibilities Provide allround financial application support for Clients using the Companys systems, Managing & monitoring Client requests, ensuring all are kept uptodate throughout, Dealing with How To queries & functional issues right through to complex problems, Recognising & identifying repetitive issues (trends, bugs, escalation etc) for further investigation & resolution, Carry out troubleshooting, diagnosis & support Clients throughout / resolve requests or triage to relevant teams or 3rd party suppliers, Updating Support Forums, Providing adhoc training for Clients, Training new & existing team members, Maintaining and creating documentation. Reporting to: Head of Service & Operations Requirements ESSENTIAL: Previous accountancy experience (circa 5 years +), terminology & finance, Proof of exceptional customer service experience working in a Service Desk / Helpdesk / Support environment, Ability to diagnose, investigate & resolve issues / appreciation of incident management, Be selfmotivated with the desire to learn, assertive & possess initiative, Be proactive in learning the software and finance solutions offered, Be highly organised managing multiple workloads & capable of working to deadlines, Systems: broad knowledge of accounting packages & cloudbased systems. PREFERRED: Qualified accountant, partqualified accountant or proven QBE, Experience of application support, Experience working within finance in the education sector, Possess excellent communication skills speaking to Clients and to those in Financial / Accountancy roles (i.e. Bursar), Be willing & able to travel on an adhoc basis to support Clients. Package In return, our Client offers a superb opportunity to work within an exciting growing organisation with a relaxed yet professional working environment: Appointment Type: Permanent Salary: £30,000 £35,000 per annum (subject to experience) Hours: FullTime MonFri (37.5hrs PW) Opportunity for flexible remote working / working from home Holiday 25 Days + STAT (rising to max. 30 Days + STAT in line with service) Company Pension Scheme Death in Service (3x basic salary) Allocated time for training & professional development Requisite tech will be provided Free parking at Head Office Casual Dress Policy *Cyclescheme If youre interested & think youre suitable for this opportunity, please apply online or call Paul Mitchell Associates (quoting ref: 10913) on ##### ######. Paul Mitchell Associates is acting as an Employment Agency in relation to this vacancy. By applying to this vacancy you are consenting to Paul Mitchell Associates contacting you and processing your data in line with our Privacy Policy under GDPR (General Data Protection Regulations). If you do not consent to Paul Mitchell Associates contacting you and processing your data in line with GDPR please DO NOT apply. For further information relating to our Privacy Policy please visit our website.

Account Director Financial Services

  • Nationwide / Work from Home
  • £80000 - £120000 per annum + car , pension and benefits
  • Permanent
Expires in 2 days

Account Director for (FS) Financial Services Are you a successful salesperson? Do you have exposure selling complex services/cloud services into the Financial Services sector? Have you closed multimillion pound deals and led transformation exercises? If this sounds like you I would love to speak to you .! Our client is a multiaward winning Google only premium partner in EMEA . They are on the cusp of doing big things and with the backing of Google , they are in the process of putting the building blocks in place to really deliver on their strategy for growth. They are at the cutting edge with use of the Google cloud platform, getting into conversations around , RPA , Big Data, AI, MFID II/MiFIR . The conversations are going to be quite wide and varied and at CIO level. They have already won flagship business within the FS sector and there will be some accounts to manage, however a hunter mentality is what will do very well in this role. We are looking for someone to grow the sales business in this area as quickly as possible, is this you? What you will be doing Day to Day responsibilities include: Be the sales & lead specialist in Professional Services, consultative complex sales Be business and technology focused outcome orientated Selling at CIO / CTO level and able to deliver £23 million plus of annual revenue Be required to generate proposals built and focused around identified business needs. Deliver presentations internally and externally regarding the Cloud and Managed Services value proposition Deliver target GM against an annual target set by the business tracked on a quarterly basis 57 years experience in sales technology, business outcomes and in enterprise or showing ability Clevel engagement and consultative approach and able to demonstrate what control they had and what they achieved Able to demonstrate a solid background in selling software technology and progressing in each role and now looking for the next step Manufacturing, retail or fintech experience ideally but not wholly Providing consulting / professional services around emerging tech ML, Data, Analytics etc Has appreciation of Cloud journey and demonstrating knowledge of major public cloud What youll need The Account Director for Financial Services will be key in driving business growth for my client as such must have past experience in selling IT Services/Software. The successful candidate must also have. A valid UK driving licence Commutable to Wiltshire/Reading OR Central London Be eligible to work in the UK Proven track record of achievement against target AoV £250400K What they are offering Circa £85120K basic + 5060% OTE uncapped + Bens

Estates Compliance Officer

  • Nationwide / Work from Home
  • £27k - 30k per year
  • Permanent
Posted 7 days ago

We are currently seeking an Estates Compliance Officer to join a leading Academy Trust organisation based from home. This is an excellent opportunity for a Health, Safety and Compliance professional looking to make a difference within a truly multidisciplined organisation that will allow you to diversify your skill sets and experience further. This position offers an excellent opportunity for an individual who is seeking a role within a multi-disciplined organisation in which no two days are the same. You will be part of a team of individuals that work on a remote basis and will give you a great deal of autonomy in how you want to manage the role. The role allows you to travel to over 60 education sites throughout the UK and ability to work from home. Why is this a great opportunity? This is an exciting opportunity to work for an organisation who wants to make Health and Safety fall seamlessly in to the day to day operations and be seen as something to enable them rather than disable them. The role is extremely varied due to the multi-site aspect combined with the fact you will have the responsibility for the Estates Compliance for the largest Primary School Academy Trust in the UK. You will be provided with the necessary tools to carry out the role to the highest standards across a diverse and exciting remit, no two days will be the same! The Successful Estates Compliance Officer will be responsible for: Supporting the Estates Team in ensuring all Academies are fully compliant with all current health and safety legislation pertaining to the Trusts physical estate and support all Academies with carrying out all necessary testing, servicing and maintenance of buildings and associated installations as required by statute, regulations or best practice. Carry out relevant risk assessments and implement control measures for risk reduction and make changes to working practices that ensure compliance with legislation. Internal auditing of and reporting on Estates Team compliance with internal procedures and SLA provisions To attend safety and team meetings and represent the Estates Team on any other associated meetings within the remit of the role. The ideal Estates Compliance Officer will: Possess a NEBOSH General Certificate or equivalent within Occupational Health and Safety (NEBOSH Diploma / NVQ level 5 / NCRQ Level 6 Diploma is highly desirable) An appropriate qualification (at level 3 or above) within the construction and / or property industries Experience carrying out operational and strategic Health, Safety and Estates Compliance tasks within a multidiscipline organisation in an autonomous capacity across multiple sites (Open to backgrounds with a preference for Education and any other multi-disciplined organisations that operate over multiple sites) Outgoing individual that has an approachable personality, great communication skills and most importantly a solution focused practitioner who is able to build strong and positive working relationships * Membership by qualification of a relevant building services professional organisation (e.g. CIBSE, IMechE, IEE etc.) is desirable. In return, the successful Estates Compliance Officer will be offered a salary of up to £30,000 plus 28 days leave plus bank holidays, an exceptional pension scheme. We have interview availability next week. To ensure you don't miss out on this excellent opportunity, please apply today to express your interest.

Banking Recruitment Consultant

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 23 days ago

This is a great opportunity to accelerate your career in recruitment, and earning, working for City Wharf Financial Recruitment, we are a successful and expanding firm based in Canary Wharf and have been established for over a decade. The company is a provider of recruitment services to the financial markets currently operating within Investment Banking, Hedge Funds, Asset Managers, Brokerages, Trading Houses, etc. City Wharf have had an incredible year thanks to a growing client base and therefore we are now looking to expand further in 2019. Investment Banking Desk Experienced recruitment consultant with at least 2-5 years' experience covering financial markets either from a Permanent or Contract Desk to join our existing team. Suitable candidates will have a proven track record in generating and developing new and existing clients, professional in person, driven to win business and demonstrate good billing figures Please send us your cv for consideration as interviews are being held. All will be kept strictly confidential. Note we will only contact those applicants we believe may be suitable if you have not heard from us within a few days please assume you have been unsuccessful on this occasion.

Mortgage Advisor - Self Employed

  • Nationwide / Work from Home
  • £80k per year + OTE
  • Permanent
Posted 14 days ago

The Company and the Role: Are you an amazingly talented, qualified Mortgage Advisor, looking for a new and exciting Self-Employed opportunity in Hampshire? Then why not join an award-winning, national, whole of market, warm lead brokerage. Leads will be provided to you, with company expectations for you to call each lead, carry out fact finding, to assess current or future needs and opportunities. The Company is one of the UK's leading mortgage and insurance providers, with access to over 150 banks and building societies, and over 6500 different products available. Benefiting from 50+ years of industry experience and close relationships with some of the UK's largest banks, you can utilise these advantages to make sure you can offer the best possible financial product, based on your customers' requirements, needs and affordability. Supported by a dedicated and award-winning local team of qualified advisors, there to support and assist you throughout the mortgage process. Key Features of the Mortgage Advisor Role: It is your job to assess the need of each individual, source the relevant and best fit mortgage and insurance solution products, and then present them in an easy to understand and financially recognised ethical standard, taking into account the budget of the customer, based on detailed analysis of their income and outgoings, both current and future. Working over the telephone using the Company's current database of leads, as well as visiting clients and customers to go through mortgage solutions face to face. Dealing with a variety of Estate Agents, Solicitors, Accountants, Corporate Companies and large Client Banks, as well as other 3rd party stakeholders. Offering Mortgage Advice on products for 1st Time Buyers, Re-mortgages, Home Movers, Buy to Let, Commercial, Self Employed Professionals and Contractors, as well as New Builds and Shared Ownerships. It is up to you to make sure you adhere to all the legal guidelines, regulations, processes and policies laid down when giving out your advice, as you are the Mortgage Advisor and responsible for the business you book throughout the whole process. Knowledge and Skills Required: Be CeMAP qualified. Currently working as an Employed or Self-Employed Mortgage Advisor or Mortgage Broker in the UK. Be willing and confident working in a Self-Employed environment, where you need to motivate yourself and manage your own workload, in an autonomous fashion. Be emotionally robust to handle a pressurised working environment where you will be expected to work to financial service regulations, guidelines and company processes in a strict and ethical manner, managing service level agreements and deadlines. Any additional qualifications above and beyond CeMAP would be an added bonus and confirmation of your financial qualifications will be required, along with valid ID, background checks will be carried out as part of the interview process. Access to your own transport is essential so that you can get out and see clients and customers and discuss their financial needs face to face where required. You must be based in Hampshire or surrounding area and willing to commute. What's on Offer? To be successful in this role you will need to be an accomplished and qualified Mortgage Advisor or Mortgage Broker. The opportunity to progress into the permanent employed team if you want to. Your earning potential will range from £60,000 to £80,000 per annum. Commission in this Self-Employed role will vary from a 40% - 50% split with the Company, as they will process the sales documentation and your lead generation, assisting you throughout the process. Obviously OTE will vary depending on your ability once in the job. As a Self-Employed Advisor or Broker, you will not have specific contracted working hours or need to work at any of the local offices on a daily basis, but there will be the requirement to drop off any mortgage paperwork or documentation for compliance and audit checks. Additional benefits will consist of potential funding to get you started as a Self-Employed worker, other benefits that the company offers employed staff may not all be eligible to you as a self-employed worker. Applicants Please Note: Do not apply for this vacancy unless you are an experienced and CeMAP qualified Mortgage Advisor or Mortgage Broker. For UK based roles, in line with the requirements of the UK Asylum and Immigration Act 1996, all applicants must either be eligible to live and work in the UK or must obtain permits to work in the UK prior to making an application. Documented evidence of eligibility will be required from candidates as part of the recruitment process. By applying for this vacancy, you are giving your consent for us to hold your details on our database. We are committed to protecting the privacy and security of both Client and Candidate information. Full details are available in our Data Protection Policy and Privacy Policy both of which can be viewed under the "Policies" section of our website. rpc commercial recruitment, a Division of The rpc Group of Companies is at the forefront of supplying business professionals of all grades in sales, marketing, finance and administration, business support, HR, FM and IT throughout the UK. We frequently manage confidential appointments on behalf of our clients, some of which are not advertised. If you are interested in working in any of the above-mentioned business disciplines and seeking to develop your career, please do not hesitate to contact us for a confidential discussion and access to our complete portfolio of current opportunities. We highly recommend you "Like" or "Follow" our social media pages (Facebook, Twitter etc) as we post all our vacancies through notifications and you may find an alternative vacancy that is suitable.

PPI Case Handler

  • Nationwide / Work from Home
  • £165 per day
  • Contract
Posted 23 days ago

Our client are rapidly expanding their existing PPI Claims Investigation team and need experienced Claim Handlers / Complaints Handlers to join our team. No cold calling involved, all warm leads/ existing claims. You will be based in their busy contact centre and will be undertaking a high volume of both inbound and outbound calls. Our client are looking for candidates to have: - Recent experience in PPI - Extensive experience in the complaints handling and investigation process - with experience working for a Lender or other claim management companies - PPI experience, including the ability to review and investigate PPI complaints across various products including Loans, Credit/Store Cards and Mortgages with the Customer. - Experience should include having worked towards targets, both productivity and quality. - Sound experience of working with the Financial Ombudsman Service and an understanding of their processes and requirements - Excellent attention to detail and accuracy skills Rate and Hours of work - 6 month contract until 29th June - Daily rate Location Altrincham Town Centre - 5 minute walk from mainline train and metro links

PPI Case Handler

  • Nationwide / Work from Home
  • £165 per day
  • Contract
Posted 23 days ago

Our client are rapidly expanding their existing PPI Claims Investigation team and need experienced Claim Handlers / Complaints Handlers to join our team. No cold calling involved, all warm leads/ existing claims. You will be based in their busy contact centre and will be undertaking a high volume of both inbound and outbound calls. Our client are looking for candidates to have: - Recent experience in PPI - Extensive experience in the complaints handling and investigation process - with experience working for a Lender or other claim management companies - PPI experience, including the ability to review and investigate PPI complaints across various products including Loans, Credit/Store Cards and Mortgages with the Customer. - Experience should include having worked towards targets, both productivity and quality. - Sound experience of working with the Financial Ombudsman Service and an understanding of their processes and requirements - Excellent attention to detail and accuracy skills Rate and Hours of work - 6 month contract until 29th June - Daily rate Location Altrincham Town Centre - 5 minute walk from mainline train and metro links

PPI Case Handler

  • Nationwide / Work from Home
  • £165 per day
  • Contract
Posted 22 days ago

Our client are rapidly expanding their existing PPI Claims Investigation team and need experienced Claim Handlers / Complaints Handlers to join our team. No cold calling involved, all warm leads/ existing claims. You will be based in their busy contact centre and will be undertaking a high volume of both inbound and outbound calls. Our client are looking for candidates to have: - Recent experience in PPI - Extensive experience in the complaints handling and investigation process - with experience working for a Lender or other claim management companies - PPI experience, including the ability to review and investigate PPI complaints across various products including Loans, Credit/Store Cards and Mortgages with the Customer. - Experience should include having worked towards targets, both productivity and quality. - Sound experience of working with the Financial Ombudsman Service and an understanding of their processes and requirements - Excellent attention to detail and accuracy skills Rate and Hours of work - 6 month contract until 29th June - Daily rate Location Altrincham Town Centre - 5 minute walk from mainline train and metro links This job would require you to relocate for the contract ideally.

PPI Case Handler

  • Nationwide / Work from Home
  • £165 per day
  • Contract
Posted 23 days ago

Our client are rapidly expanding their existing PPI Claims Investigation team and need experienced Claim Handlers / Complaints Handlers to join our team. No cold calling involved, all warm leads/ existing claims. You will be based in their busy contact centre and will be undertaking a high volume of both inbound and outbound calls. Our client are looking for candidates to have: - Recent experience in PPI - Extensive experience in the complaints handling and investigation process - with experience working for a Lender or other claim management companies - PPI experience, including the ability to review and investigate PPI complaints across various products including Loans, Credit/Store Cards and Mortgages with the Customer. - Experience should include having worked towards targets, both productivity and quality. - Sound experience of working with the Financial Ombudsman Service and an understanding of their processes and requirements - Excellent attention to detail and accuracy skills Rate and Hours of work - 6 month contract until 29th June - Daily rate Location Altrincham Town Centre - 5 minute walk from mainline train and metro links

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