Job Title: Analyst, Capital Markets and Wholesale

Location: London with some hybrid working

Salary: Up to £35k

About the Company:

Our client is the collective voice of the Financial Services Industry, representing around 300 firms in their interaction with the various regulatory bodies and government offices. They work on behalf of their members to promote an innovative banking and finance industry. They offer research, policy expertise, thought leadership and advocacy and provide a single voice for a diverse and competitive industry.

 
Job Description: 

The role holder will be responsible for providing research into policy and regulation to support the delivery of operational projects to international and wholesale members.  This includes assisting in the management of key member committees and working groups as well as input to a portfolio of projects spanning both primary and secondary markets.  

Key activities would include research gathering, monitoring and collating political and regulatory developments on relevant capital markets policies. Also preparing member updates on legislative and regulatory updates. Organising roundtables and events, producing newsletters and briefings as reviewing industry publications.

Skills and Experience needed (essential or preferred) :-

  • Keen interest in politics and regulatory affairs
  • Exceptional written and oral communication skills
  • Experience of working the Financial Services Industry
  • Degree qualified

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email on tracy@cfrecruitment.co.uk

Job Title: Business Relationship Manager

Location:Field based but ability to travel to Yorkshire regularly

Salary:  £35-40k plus benefits

About the Company:

Our client is an award winning  Independent Financial Adviser support group with over 25 years industry experience.  They provide a wide range of services that enable them to provide quality financial advice and services to meet the requirements of their clients. 

Job Description: 

The role holder is responsible for building and maintaining existing introducer relationships whilst developing new business opportunities for their affinity partners. The main duties are to proactively engage with key introducers, schedule regular meetings and check ins, attend industry and networking events and work directly with the introducer on a regular basis. This includes, acting as a point of contact for all introducer/marketing activities, arranging regular review meetings and analysing critical performance.

Skills and Experience needed (essential or preferred) :-

  • Fully CeMAP qualified or equivalent preferred.
  • Previous experience in a similar role preferred.
  • Needs to have an in-depth knowledge of the mortgage and protection advice marketplace:
  • Enthusiastic, results driven individual
  • Goal orientated
  • Strong attention to detail

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email on tracy@cfrecruitment.co.uk

Job Title: Head of Loans Admin

Location: Middlesbrough

Salary: £45-50k dependent on experience

About the Company:

The client is a new-to-market Challenger Bank. Based in Middlesbrough their focus will be providing real estate development finance (commercial and residential) to SMEs requiring funding of up-to £5m in any one scheme. There is a small but ever-expanding team who all share the vision to support developers in providing value for money finance and exceptional service and expertise. They pride themselves in creating a fantastic working environment and offer many benefits to their employees including offering flexible working arrangements.

 
Job Description: 

The role holder will be responsible for leading a team of Assistant Relationship Managers in provision of lending to property developers, predominantly development finance. The team are responsible for the delivery of the end-to-end legal process. This includes issuing facility letters, instructing valuers, releasing funds and the taking of security.

Skills and Experience needed (essential or preferred) :-

  • Preferably someone with experience of working in a legal environment
  • Leadership experience.
  • Development Finance experience.
  • Commercial banking experience.
  • Experience of security documentation

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email on tracy@cfrecruitment.co.uk

Job Title: Investment Executive

Location: Liverpool and the North West

Salary: £55k to £65k

About the Company:
An investment funder who specialises in the SME finance sector by delivering investment funds which help business prosper.   They support businesses by providing loans both long and short term to support their growth and expansion.
 
Job Description: 

The role of the Investment Executive is to originate and source investment deals in line with company criteria.

 
Skills and experience needed (essential or preferred): 
  • Business Development

  • Proven professional network

  • Credit skills in trading businesses

  • Liverpool patch experience

For more information or to send applications please contact Melanie Phillips on melanie@cfrecruitment.co.uk

Job Title: Financial Advisor

Location: South East – Haddington – Cardiff

Salary: £45-55k DOE + Bonus

About the Company:

Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Financial Advisor’s.

Job Description: 

You will be responsible for providing holistic, independent financial advice solutions to your clients and giving them an exceptional customer service experience in line with the values of the company. Working with an existing client base and working on new leads.

Skills and experience needed (essential or preferred):

The ideal candidate will –

  • Have Level 4 DipFA as a minimum
  • Have recent CAS status
  • Have proven financial advisor experience
  • Have strong interpersonal skills
  • Have experience provided competent and knowledgeable pension, protection and investment solutions
  • Driving License and own vehicle
  •  

For more information or to send applications, please contact Lucy Done on Lucy@cfrecruitment.co.uk or ring her on 07415 773342.

Job Title: Learning & Development Coach

Location: Leeds

Salary: Up to £40k depending on experience

About the Company:

Our client is an award-winning company with over 25 years’ experience of providing independent financial advice to their clients. They are looking to recruit a Learning & Development Coach. In this role you will be responsible for training and coaching Financial Advisers and staff through all learning and development activities and initiatives.

Job Description: 
 
Some of the duties will include the following:
  • Coach client learners through self-study learning
  • Provide guidance on leaner questions about learning and related assessments
  • Create interactive sessions
  • Provide Feedback to learners and the business support team following validation activities
  • Provide feedback and course design improvements
  • Ensure delegates are up to date with their paperwork
  • Present training contents
  • Deliver training and coaching to clients who require additional training
  •  
Skills and experience needed (essential or preferred):
  • The ideal candidate will have excellent planning and organisational skills with the ability manage multiple projects along with experience of delivering effective leaning materials.

  • You will have excellent communication skills and be enthusiastic about learning.

  • Ideally you will have worked within Financial Service and be proficient in MS Packages including PowerPoint.

  • If you have qualifications in Equity Release, Certificate in Mortgage Advice and Practice, QCF4 this would be a bonus!

For more information or to send applications, please contact Melanie Phillips on melanie@cfrecruitment.co.uk.

Job Title: Learning & Development Content Creator

Location: Leeds

Salary: Up to £40k depending on experience

About the Company:

Our client is looking to recruit a Learning and Development Content Creator. The ideal candidate will have a creative flair with impressive knowledge of developing effective learning materials.

Job Description: 
 
Some of the duties will include the following:
  • Design, develop and produce a self-study induction learning content
  • Create training materials covering a range of technical skills
  • Create validation assessments based on policy and standards
  • Script and record video content
  • Liaise with the Marketing team
  • Ensure content is always maintained and up to date
  • Review feedback and make changes as required
Skills and experience needed (essential or preferred):
  • You will be adaptable and be able to provide innovative solutions to challenges.
  • Experience of Video recording and editing would be fantastic.
  • Ideally you will have worked within Financial Service and be proficient in MS Packages including PowerPoint.
  • If you have qualifications in Equity Release, Certificate in Mortgage Advice and Practice would be a bonus!

For more information or to send applications, please contact Melanie Phillips on melanie@cfrecruitment.co.uk.