124 Banking & Finance jobs local to Preston 

IFA Administrator - Preston

Preston

The Role Assisting the Management in relation to the administration procedures of all IFA arrangements. Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mai....

Updated 27th May 2012 - Ref: 83092456 -

Paraplanner

Preston, Lancashire

Paraplanner vacancy has arisen within a reputable IFA Practice based in Preston, Lancashire. Your role will be to provide Technical support to 3 Advis....

Updated 27th May 2012 - Ref: 83387090 -

Paraplanner

Preston, Lancashire

The role itself will focus on providing paraplanning support to the organisation?s IFAs and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation, superb report writing skil....

Updated 27th May 2012 - Ref: 83156605 -

Paraplanner

Preston, Lancashire

The individual will be expected to undertake responsibility for carrying out research and producing reports on behalf of the IFAs My client are looking for the an individual who has strong experience dealing with SIPP and SSAS pensions. The individua....

Updated 27th May 2012 - Ref: 82666607 -

Paraplanner

Preston, Lancashire

Large Financial Services firm based in Preston require a Paraplanner to join very successful team.Your role will be to very closely with the IFA s on Factfinding, client reviews and compliance. You will be working within the financial planning team o....

Updated 27th May 2012 - Ref: 82666713 -

Paraplanner

Preston, Uk

Updated 27th May 2012 - Ref: 83062957 -

Paraplanner

Preston, Uk

Updated 27th May 2012 - Ref: 83063212 -

Ifa

Preston, Lancashire

This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank?s UK branch network, whilst consistently treating customers fairly (TCF). This is a regula....

Updated 27th May 2012 - Ref: 83401997 -

Financial planner preston. credited with trail

Preston, Lancashire

CREDITED WITH TRAIL FROM DAY ONE. ALL CLIENTS PROVIDED- SALARIED OR SELF EMPLOYED OPTION CHARTERED PRACTICE, PROFESSIONAL CONNECTIONS An opportunity has arisen with a leading Lancashire based financial planning practice. Working with a portfolio cove....

Updated 27th May 2012 - Ref: 83114387 -


 

Paraplanner Administrator

Preston

The role itself will focus on providing paraplanning support to the organisation s IFAs and therefore will require individuals with a first-class level of....

Updated 27th May 2012 - Ref: 81884741 -

Paraplanner Administrator

Preston

Updated 27th May 2012 - Ref: 81884699 -

Annuity Broker - Preston

Preston, Lancashire

You will be responsible for providing an excellent non advised annuity service to clients ensuring that all sales are effectively and accurately delivered to the required standard. You must be able to demonstrate a proactive approach to making outbou....

Updated 27th May 2012 - Ref: 83263101 -

IFA Administrator Paraplanner - Preston

Preston, Lancashire

There is considerable scope for progression which may include the opportunity to become an adviser partner in the business. The main purpose of the role is to provide a complete administration service for the firm?s proprietor who has over 25 years i....

Updated 27th May 2012 - Ref: 82868463 -

Mortgage Advisor - Qualified Leads - Preston

Preston, Lancashire

They will scrutinise and screen each lead to ensure only QUALIFIED LEADS are handed to you. (Advisors are currently converting on average 1 in 2 first....

Updated 27th May 2012 - Ref: 83335272 -

Mortgage Advisor - Qualified Leads - Preston

Preston, Lancashire

We believe this role is the ?complete package? for the more ambitious advisor As part of their continued growth, this forward thinking directly authorised expanding mortgage brokerage have created a model specifically tailored for high performing adv....

Updated 27th May 2012 - Ref: 83329025 -

Desk Based Mortgage Adviser - Preston

Preston, Lancashire

Our market leading client provides independent and impartial equity release advice to clients. Based at their head office in Preston, your role will involve responding to incoming enquiries and making sales calls to prospective customers. You will th....

Updated 27th May 2012 - Ref: 83262970 -

Wealth Management Advisor

Preston

* First class financial planning skills and a proven track record of target achievement. * To have at least £2m of assets under management. * Diploma level 4 or working towards this with a minimum of 40 diploma credits achieved. * Ability to work pro....

Updated 27th May 2012 - Ref: 82369430 -

Paraplanner

Preston, Lancashire

Expanding and respected IFA based in Southport require a Paraplanner to join very successful team.Your role will be to very closely with the IFA s on Factfinding, client reviews and compliance. You will be working within the financial planning team o....

Updated 27th May 2012 - Ref: 82666652 -

Annuity Advisers

Preston, Lancashire

However the firm do offer additional services and they are currently seeking to recruit new advisers to their telephone based advisory team at their Head Office in Preston to give advice on annuities. The role will entail providing advice over the te....

Updated 27th May 2012 - Ref: 83215102 -

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