Jobs: mb fitzgerald

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients. They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service...

**IFA Administrator - Bromsgrove - Competitive salary to £26,000 - Flexible working available** MB Fitzgerald recruitment are currently working with a top 100, multi-office firm of IFA's who specialise in providing holistic Financial Planning Advice to HNW individuals. Due to continued expansion of the Bromsgrove office, we are looking to recruit...

**Financial Planner - National Financial Services Organisation - North-East Scotland - £50K plus Car plus Bonus and Benefits (£75K OTE)** MBF are currently working with a leading UK based Financial Services organisation who are looking to recruit an experienced Financial Planner to work with their clients across North-East Scotland (Dundee to...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the firms Paraplanners,...

**Data Controller - 18-month FTC - £75,000 + Completion bonus** Our client who focuses solely on the acquisition and management of non-life insurance/reinsurance companies in run-off. Provides efficient exit solutions and capital management strategies to counterparties with legacy or non-core (re)insurance business The data controller is responsible for...

A top tier Wealth Management business with multiple offices in the UK currently require an up and coming Financial Advisor to provide advice to an existing book of private clients. This newly formed advice team is focussed on streamlined investment, pension and protection advice and is aimed at clients at the early stages of their financial advice journey...

We are working with a well-established, boutique firm of Independent Financial Advisers just north of Cardiff to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolio of clients across Wales & the South West. As a business they have a unique approach to advice,...

Underwriter's Assistant (Property Treaty) £Assist underwriters in the evaluation and analysis of property treaty insurance submissions. Conduct research and gather data to support underwriting decisions. You are a recent Graduate or equivalent looking to get in to the Lloyd’s market Previous experience in the insurance industry or work experience in...

**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £50K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: -...

A national financial services business is currently seeking to recruit an Account Executive to join their team the centre of Bristol. The company has a fantastic reputation for providing high quality financial advice & financial guidance to both private and corporate clients, they have won multiple awards and are a leader in the industry. This role will...

**IFA Administrator - Belfast - National Organisation - Exceptional benefits package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced IFA Administrator for their team in Belfast. The company are a very well known brand with really exciting plans for the future. The focus on the role will be...

**Role: Claims Administrator** - ** Great entry level role for those with an interest in Joining the London Insurance Market**: - ** Hybrid working 3 days in the office and 2 days from home**: - ** Lots of potential for a career within Claims**: - ** Study support for CII** **Role and Duties**: A great opportunity to work within a vibrant claims team,...

Our client, a national Wealth Management organisation with a highly reputable name in the market, currently seeks to recruit for a Senior Financial Planner to join their Bristol office. This business is a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK. They have always been a big...

**Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their team in Belfast. The company are a very well known brand with really exciting...

Mbf recruitment are currently working with a well-established, successful Financial Planning business who are looking to expand their support team in Bath. The business has grown significantly over the past few years, as a result they require an additional IFA Administrator to come in and help with the busy workload. The company pride themselves on the...

We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their London, Finchley office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business...

A successful independent financial planning practice based on the outskirts of Cardiff are looking to recruit an experienced and motivated Financial Adviser to join their team. This is a fantastic opportunity for a driven individual to take on a full client bank. Key Responsibilities: - Provide holistic advice to the existing client bank, focusing on a...

One of our best clients a national Financial Planning & Investment Management organisation are currently in the market to recruit an IFA Administrator to join their team in Guildford. The business is hugely successful and are one of the leading Wealth Management businesses in the UK. They are looking to recruit an experienced Financial Planning/Wealth...

**Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: -...

**Key Responsibilities**: - Managing client portfolios, including investment transactions and portfolio rebalancing - Maintaining accurate client records and ensuring all regulatory requirements are met - Assisting with the preparation of client reports and presentations - Communicating with clients, providing updates and answering any queries they may...