Compliance Assistant - Venn Group are currently working with an established international investment manager looking to recruit a Compliance Assistant to support the Compliance Manager with daily monitoring activities. Based in the city, this long term compliance contract offers the opportunity for someone looking to begin or further their career in compliance. In your role as Compliance Assistant you will be responsible for monitor...
Purpose of Role: To provide paraplanning services to the financial advisers Responsibilities: Researching the most appropriate product Creating suitability letters Analysing client’s existing products Creating all new business paperwork Adherence to the companies process Producing Truth reports Knowledge and Skills: Knowledge of Wo...
Main Purpose of the Role: To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand). Other Duties and Responsibilities Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs a...
A recognised, professional IFA; based in the City, currently have an exciting opportunity for a knowledgeable Diploma-qualified Paraplanner to join their growing, well-regarded company. Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional relationships with ...
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Date: 15 May
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Woking, Surrey
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£23,114 - £35,722 per annum, negotiable
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0 applications
Our bank client seeks a Financial Consultant to work in their branch network 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....
Our bank client seeks a Financial Consultant to work in their branch network 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....
Our client is an established Financial Services practice providing high quality financial planning advice to their HNW client portfolio. They now have an exciting opportunity for an experienced paraplanner to join their fast paced London office, and provide assistance to the Senior Manager and highest producing Adviser, by undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Fin...
Our client, a global bank, has an opportunity for an experienced Mortgage Advisor. There is a salary of £25,000 to £30,000, a £1,670 per annum area allowance and a comprehensive bonus and benefits package. To be considered you will need to: - Be an experienced CeMAP ( or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of suc...
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Date: 15 May
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Colchester, Essex
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£28,000 - £33,000 per annum, negotiable
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9 applications
Job Title: Paraplanner Reports To: Director/Consultants Our Client a chartered Accountants and Financial Advisors based in Colchester require a Paraplanner E ssential Job Functions: Preparing technical details for the consultant’s client meetings. Obtaining quotations from product providers Providing full research and analysis of products Report writing, including s...
Department overview To support Partnership’s strategic goals by setting and ensuring the application of customer-focused business performance standards through quality monitoring, error and complaints management and the provision of comprehensive learning and development support, consistent with an effective and compliant Training & Competence framework. Purpose of the role To ensur...
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Date: 15 May
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Romford, Essex
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£35,000 - £50,000 per annum
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3 applications
My client is one of the UK’s leading independent estate agency groups, operating through the largest independent network of residential sales and lettings businesses. Their brands are well known, trusted and respected all over the country. One of their largest brands helps tens of thousands of people buy, sell, let or rent their home through a network of over 100 branches. They are a multi-award winning estate agency committed to prov...
Reporting to , it is a senior position, responsible for developing the paraplanning function within the firm as a Centre of Excellence , reflecting the standard and quality of client reports and advice, and helping to drive the company forward 1 Construction of the necessary templates, both in Word and Excel, to ensure standardisation across the fi...
JOB TITLE Finance Business Analyst NORDIC Region Business finance team LOCATION Kingston-upon-Thames, Surrey Reporting to the Finance Director SALARY /PAY RATE KEY ACTIVITIES/RESPONSIBILITIES £18- 27 hour (or around £35,000-£50,00 per annum) Track and monitor customer & product sales and promotional performance Taking Europe...
186 jobs matching this search were posted in the last week
Senior Pensions Administrator, Croydon Salary negotiable In order to apply for this position candidates MUST have DB (FINAL SALARY) AND OR DC (MONEY PURCHASE) PENSIONS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. The role would be suited to any of the following; Money Purchase Defined Contribution Pensions Admi...
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Date: 15 May
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Margate, Kent
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£35,000 - £50,000 per annum, OTE
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0 applications
We require a high quality, experienced Mortgage Adviser to work for one of our market leading, premier mortgage broker practices & estate agencies in the CLIFTONVILLE & BIRCHINGTON areas of Kent due to continued expansion & growth, which speaks volumes in this market They are one of the most highly respected and well established businesses trading in their area at this time and you can expect a ...
Our client has an exciting opportunity for an experienced senior mortgage advisor to sell their complete range of mortgage and protection products. All candidates must be CEMAP qualified. To be a Mortgage Advisor you must be a self motivated target achiever who is very hungry to earn good commission. The successful Mortgage Advisor will be given a fantastic opportunity to progress their careers. Please only apply ...
We require a high quality, experienced Mortgage Adviser to work for one of our market leading, premier mortgage broker practices & estate agencies in the FOLKESTONE & CANTERBURY areas due to continued expansion & growth, which speaks volumes in this market They are one of the most highly respected and well established businesses trading in their area at this time and you can expect a fantastic s...
We require a high quality, experienced Mortgage Adviser to work for one of our market leading, premier mortgage broker practices & estate agencies in the CANTERBURY & FOLKESTONE areas due to continued expansion & growth, which speaks volumes in this market They are one of the most highly respected and well established businesses trading in their area at this time and you can expect a fantastic s...
My Client a leader in their field are looking for a Pricing Analyst to join the team based in the Surrey area. To be a competent, technical analyst within the Pricing Development Team and contribute fully and confidently to ensure: - the achievement of all relevant Corporate Plan targets and objectives - the delivery of a market leading loss ratio - the innovative development of personal lines products to create or ...
My Client a leader in their field are looking for Financial Accountant to join the team. Responsibilities: Prepare Forecast and Budgets Control of project costs for all projects Maintain and develop reporting processes to ensure efficient use is made of systems functionality. Manage and develop 2 team members to ensure Function Mission. Ensure UK S...
Job Description An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. You will be an employed home/field based mortgage & protection advisor within the Bedford/East Midlands/East Anglia/Hertfordshire areas. All leads will be provided and fully pre qualified appointments booked into your diary as well as re...
(To view our other vacancies visit www.platinumconsultancy.co.uk) Basis salary up to £32k plus bonus and benefits. By providing expert help and advice on our entire range of mortgage products, you’ll be an essential part of our ustomers’ journey to securing their new home. You’ll talk to customers one to one, listen to their individual circumstances and requirements and advise them on the products that ar...
(To view our other vacancies visit www.platinumconsultancy.co.uk) Basis salary up to £32k plus bonus and benefits. By providing expert help and advice on our entire range of mortgage products, you’ll be an essential part of our ustomers’ journey to securing their new home. You’ll talk to customers one to one, listen to their individual circumstances and requirements and advise them on the products that ar...
Covering both the Mitcham and Purley Branches in the Surrey region Basic salary Uncapped earnings at 45% of banking OTE £45,000 per annum and underlying base pay £24,000 (includes £3,000 travel allowance) Andrews are a forward thinking company, who are looking for the right individuals to make their mark in very successful estate agency branches. The role offers unlimited scope for ear...
MI and Reporting Analyst - Surrey An excellent position for an experienced MI and Reporting Analyst to join a leading Financial Services firm based in Surrey. In this position you will sit in the complaints team, as well as responding to formal customer complaints, this team also uses customer feedback to improve staff training and support business improvements processes. The main purpose of the role will be to collat...
