wealth management cardiff

The role involves providing administrative and compliance support for the Department, mainly dealing with investments and other regulated financial services. The workload is busy and varied and will involve liaising with clients, Introducers and suppliers. Main Duties • Research of regulation products • Liaison with product providers pre and post sale • Preparation of product application pac...
Contract: Permanent

09/05/2008 in Totaljobs Save

database. Develop good working relationships with the Advisers, colleagues and management to ensure excellent service is provided to..., full FPC/CFP desirable (or equivalent). Location Cardiff Footnote If your application is successful we will contact you to...
Contract:   Permanent

18/02/2008 in Reed Save

This is a primary role within the Wealth Management Department providing administrative and compliance support for financial advisers. You will mainly be dealing with investments, pensions and other regulated financial services. The role also involves liaising with clients, introducers and suppliers. It is a busy and varied role and your direct input and ideas will be sought with regard to the development of the department, both generally and with specific regard to the services offered to...
Contract: Permanent

17/02/2008 in Totaljobs Save

This is a primary role within the Wealth Management Department providing administrative and compliance support for financial advisers. You will mainly be dealing with investments, pensions and other regulated financial services. The role also involves liaising with clients, introducers and suppliers. It is a busy and varied role and your direct input and ideas will be sought with regard to the development of the department, both generally and with specific regard to the services offered to...
Contract: Permanent

17/02/2008 in Totaljobs Save

This is a primary role within the Wealth Management Department providing administrative and compliance support for financial advisers. You will mainly be dealing with investments, pensions and other regulated financial services. The role also involves liaising with clients, introducers and suppliers. It is a busy and varied role and your direct input and ideas will be sought with regard to the development of the department, both generally and with specific regard to the services offered to...
Contract: Permanent

17/02/2008 in Totaljobs Save

This is a primary role within the Wealth Management Department providing administrative and compliance support for financial advisers. You will mainly be dealing with investments, pensions and other regulated financial services. The role also involves liaising with clients, introducers and suppliers. It is a busy and varied role and your direct input and ideas will be sought with regard to the development of the department, both generally and with specific regard to the services offered to...
Contract: Permanent

17/02/2008 in Totaljobs Save

This is a primary role within the Wealth Management Department providing administrative and compliance support for financial advisers. You will mainly be dealing with investments, pensions and other regulated financial services. The role also involves liaising with clients, introducers and suppliers. It is a busy and varied role and your direct input and ideas will be sought with regard to the development of the department, both generally and with specific regard to the services offered to...
Contract: Permanent

17/02/2008 in Totaljobs Save

Our client is a prestigious Wealth Management organisation based in Cardiff. The client offers a truly independent and unbiased service, working with both personal and corporate clients. They are currently going through a high growth period and are therefore seeking a highly motivated and experienced Financial Advisor to join them. The ideal candidate should be already billing in excess of £40K per annum and have a good track record within the industry.
Contract: Permanent/Full-time

19/02/2008 in GisaJobs Save

wealth of exciting opportunities. Full training is provided at Everest to give you the sales skills necessary to enable you to succeed and become a part of our established Sales Force. You will always have the regular support of our Sales Management... we offer, we would like to meet you. Please apply online.Job ref: Cardiff
Contract: Permanent

1 week, 1 day ago in fish4 Save

Red Recruitment specialise in management and ‘specialist services’ contact centre recruitment across South Wales. With years of expertise, Red is renowned for understanding these pivotal positions – providing the best candidates to the best companies. Having long and established relationships with multinational organisations as well as smaller independent businesses, we.... The successful candidate will ideally have a wealth of personal lines underwriting experience, be highly motivated and able...

04/07/2008 in MyJobGroup Save