Vacancy Listing
Location: South West, Wiltshire, Bath, UK
Salary: Self Employed
Job Type: Permanent
Add to Shortlist: IFA - Self Employed - Bath
IFA with Client Bank
Location: Bath
Salary: £Self Employed
An established firm of Financial Advisers are looking to substantiate their niche practice by taking on IFA's with an existing client bank who are looking for a settled Company to support them in a progressive environment post RDR. There is a 60/40 split available in favour of the adviser along with superb administration ... more about IFA - Self Employed - Bath
Posted: 27-Jan-2012
Location: Bath, Somerset, United Kingdom
Salary: £45000 - £95000/annum Excellent Basic Bonus & Package
Job Type: Permanent
Add to Shortlist: Premier Independent Financial Advisor - Bath
Premier Independent Financial Advisor
Based ? Bath
This position is within an IFA Position dealing with Premier Clients.
Fully CEFA or FPC Qualified, CAS Status & Diploma Qualified
Basic Salary £45K - £48K + Bonus OTE £95K + & Company Car (High Spec Level) + Town Allowance 4K Depending on Location Corporate Package & Benefits including excellent Pension Scheme
Our Client A Leading High ... more about Premier Independent Financial Advisor - Bath
Posted: 07-Feb-2012
Location: Bath, Somerset, United Kingdom
Salary: £21000 - £24000/annum
Job Type: Permanent
Add to Shortlist: Client Services Executive
Client Services Executive
Bath
Salary £21,000 - £24,000
This is an integral role within the Client Services Team as the initial client contact point and face of the Business.
Core responsibilities include:
Relationship Management - The Client Services Executive's key role involves building and maintaining strong working relationships with Financial Advisers, Regional Sales Teams and ... more about Client Services Executive
Posted: 22-Jan-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Dealer.
As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our goal is to be the independent wrap ... more about Dealer.
Posted: 06-Feb-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Payments Administrator.
As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our goal is to be the independent wrap ... more about Payments Administrator.
Posted: 06-Feb-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Pensions Administrator.
As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our goal is to be the independent wrap ... more about Pensions Administrator.
Posted: 06-Feb-2012
Location: Bath, Somerset, United Kingdom
Salary: £21000 - £24000/annum
Job Type: Permanent
Add to Shortlist: Client Services Executive
Client Services Executive
Bath
Salary £21,000 - £24,000
This is an integral role within the Client Services Team as the initial client contact point and face of the Business.
Core responsibilities include:
Relationship Management - The Client Services Executive's key role involves building and maintaining strong working relationships with Financial Advisers, Regional Sales Teams and ... more about Client Services Executive
Posted: 01-Feb-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Settlements Administrator.
As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our goal is to be the independent wrap ... more about Settlements Administrator.
Posted: 08-Feb-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Fund and Stock Maintenance Administrator.
Ascentric Fund and Stock Administrator As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. Our ... more about Fund and Stock Maintenance Administrator.
Posted: 10-Feb-2012
Location: Bath, Avon
Salary:
Job Type: Permanent
Add to Shortlist: Customer Services Administrator.
Ascentric Customer Services Administrator As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their IFA. ... more about Customer Services Administrator.
Posted: 09-Feb-2012