Organisation Description Sales Quality / Business Assurance / File Checking position For this position I am looking for either experienced sales quality/file checking consultants or experienced Financial Advisors You will be joining the existing sales quality team ensuring that all regulated sales submitted by the Sales Force comply with regulatory guidelines and Standards. <br...
Organisation Description My client is a Chartered Firm of Financial Planners and operate a flagship discretionary investment management service, which is entirely run in-house. The Corby-based company specialises in corporate finance, business assurance, tax consultancy, and financial management, and seeks an IFA to help service a number of dedicated high net worth clients. J...
NPR Recruit on behalf on our Client are recruiting for the position as below. Regulated & Insurance Protection Advisor Salary £22,500 + 15-20%% Bonus OTE £26,000 33 Days Hoilday Life Cover Long Career Path Work within the FS Insurance and Protection Team and reporting and working closely...
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Date: 6 days ago
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Chatham, Kent
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£30,000 - £35,000 per annum
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7 applications
Customer Complaints Manager Medway towns £30,000 - £35,000 Barker Munro Recruitment Ltd is seeking an experienced Complaints manager to join our clients’ Head office. Within this role you will ensure that all complaints are handled in accordance with the Bank’s complaints policy, TCF and FCA regulations and ensure that corrective action is taken t...
You will be reviewing sales of regulated products in accordance with client's guidelines. You will make decisions and recommendations with regard to compliance of business, taking a holistic view of the sale. Role requirements include: Conduct thorough investigations into Investment, Life and Pension sales In the course of the investigation liaise with the client and adviser to ensure all fa...
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Date: 4 days ago
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City Of London, London
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£24,000 - £45,000 per annum, negotiable, inc benefits, OTE
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4 applications
(For our other vacancies visit www.platinumconsultancy.co.uk) Salary range is £24k - £31k plus bonus and benefits. The Mortgage and Protection Manager role within the branch network is to establish and grow the Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in li...
This is an exciting opportunity to join a successful and growing Wealth Management organisation as a Regional Sales Manager. As Regional Sales Manager you will manage a team of 10 Financial Planners whilst also managing your own client-base (active client base will be provided). Benefits: An active client-base within the South East area. Full paraplanning, administration and compliance support.<...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
Basic approx £65,000 + £5k Car allowance This role is for expereinced Diploma qualified Corporate Financial Adviser. Purpose of role Working within the Corporate Financial Planning pillar, these individuals are known as Corporate Wealth Advisors (CWAs). The CWA role will be to deliver effective and compliant client solutions through an advice and service based approach to corporate customers. Working colla...
Organisation Description This is a fantastic opportunity for highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance. Core Purpose of the Role: To deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products . Supporting the Bank's ...
Organisation Description This is a fantastic opportunity for highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance. Core Purpose of the Role: To deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products . Supporting the Bank's ...
Compliance Consultant Newcastle This large IFA practice and they require a Compliance consultant is to support the Compliance Manager with on-going projects, providing advice and guidance to the business via state-of-the-art systems of bespoke compliance support. A good knowledge of Compliance is required, including an understanding of FSA operations. An understanding of Risk Management ...
Our client company is the eighth largest mutual status building society in the UK with assets in excess of £4.4 billion. Currently, they have a vacancy for a successful financial adviser to join them and build a lasting career within the regulated financial services industry. The Role Branch based you will be provided with access to an extensive client base of existing and new individuals. Your brief is simply to i...
8 jobs matching this search were posted in the last week
Our client company is the eighth largest mutual status building society in the UK with assets in excess of £4.4 billion. Currently, they have a vacancy for a successful financial adviser to join them and build a lasting career within the regulated financial services industry. The Role Branch based you will be provided with access to an extensive client base of existing and new individuals. Your brief is simply to i...
Our client company is the eighth largest mutual status building society in the UK with assets in excess of £4.4 billion. Currently, they have a vacancy for a successful financial adviser to join them and build a lasting career within the regulated financial services industry. The Role Branch based you will be provided with access to an extensive client base of existing and new individuals. Your brief is simply to i...
Our client company is the eighth largest mutual status building society in the UK with assets in excess of £4.4 billion. Currently, they have a vacancy for a successful financial adviser to join them and build a lasting career within the regulated financial services industry. The Role Branch based you will be provided with access to an extensive client base of existing and new individuals. Your brief is simply to i...
Our client company is the eighth largest mutual status building society in the UK with assets in excess of £4.4 billion. Currently, they have a vacancy for a successful financial adviser to join them and build a lasting career within the regulated financial services industry. The Role Branch based you will be provided with access to an extensive client base of existing and new individuals. Your brief is simply to i...
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Date: 8 April
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Bristol, Avon
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£20,000 - £21,000 per annum
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17 applications
Job Description: Our client is seeking experienced sales consultants to deliver financial services sales activity within a contact centre environment, whilst adhering to regulatory, telephony and business standards. This role is to help our client grow quality revenue through the achievement of financial related targets. Additional responsibilities include: - Through inbound and outbound activity, conduct structur...
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Date: 2 January
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Dundee, Angus
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£50,000 - £60,000 per annum
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14 applications
To inspire and lead the regional Bancassurance team and its wider stakeholders to deliver continuous and sustained business growth in a fully compliant and risk aware manner. You will be responsible for transforming our business to put customers at the heart of what we do and primary banking at the core of what we offer. Specifically, in this role you will: · Lead and embed a customer service culture across the regional team and...
To inspire and lead the regional Bancassurance team and its wider stakeholders to deliver continuous and sustained business growth in a fully compliant and risk aware manner. You will be responsible for transforming our business to put customers at the heart of what we do and primary banking at the core of what we offer. Specifically, in this role you will: · Lead and embed a customer service culture across the regional team and...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
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Date: Yesterday
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Epsom, Surrey
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£26,000 - £50,000 per annum, OTE
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0 applications
Organisation Description Are you a fully CeMap qualified (or equivalent) Mortgage Advisor, looking for a challenging new role? My client is a large national bank, who is a big player within the mortgage market. You will be based within a busy Epsom, Surrey branch, as part of a team selling some of the most competitive mortgage and associated insurance products on the market. ...
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Date: Yesterday
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Romford, Essex
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£30,000 - £50,000 per annum, OTE
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5 applications
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading mortgage provider, financial institution and lender within the U.K Market. This is an ideal role for a top performing CeMap qualified (or equivalent) Mortgage Advisor to have the opportunity to develop and progress within a fast moving international firm, whilst significantly incre...
Organisation Description My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Your role as a Mortgage & Protection Advisor, will be branch based, which is the ideal place in which to strike up a rapport with new and existing customers. Job Description With a plain talking approach to...
