Our client who are a Regional IFA firm based in Chesham are looking to recruit a technical paraplanner. Purpose of Role: Provide Remote Paraplanning support for Financial Advisers. Work with a variety of pension, protection and investment products in order to provide a high quality service to our clients. Duties and Responsibilities: Suitability letters. Pension Reviews and...
An opportunity has now opened for a well an experience Paraplanner to join the support team of our client who are a Regional IFA firm based in West yorkshire Your duties will include: Report writing (Life, Pensions and Investments) Comprehensive research in the market place Construct post-sale "suitability letters" for consultant sign off Work closely with consultants in preparing relevant work</p...
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Date: 2 days ago
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Plymouth, Devon
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£35,000 - £43,000 per annum, OTE
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3 applications
Our Client a progressive Professional services firm with offices throughout the UK, needs an experienced T&C Supervisor to ensure that FM Consultants and Line Managers attain and demonstrate competence for the roles they are performing through the Induction & Training programmes and those individuals remain competent through the on-going supervision and T&C regime, thereby effectively managing risks to clients and the business.<...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
Our client who are providers of financial services to the veterinary profession are looking for a full time Financial Services Administrator / Paraplanner Key Tasks will include: • New business processing; • Obtaining valuations, and transaction histories for clients to assist Advisers in preparation for client meetings; • Report and suitability letter preparation; • Placing investment deals;...
New Build Mortgage Adviser A major player in the new build sector currently seeks experienced Mortgage Advisors to provide mortgage advice to their clients in West & South Yorkshire, North West, Lancashire and West Midlands. You will cover the area taking business from the new homes developments in the region. Role •Develop and build relationships with new and existing clients •Field based role. •...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
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Date: 11 June
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Bristol, Avon
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£35,000 - £40,000 per annum
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4 applications
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
2 jobs matching this search were posted in the last week
Our client who are a Regional IFA firm based Covent Garden are looking to recruit a Financial Planning Technician. Working alongside the Managing Director taking full responsibility of the client file from data gathering, analysis, production and implementation of the Financial Plan. Key Responsibilities and Accountabilities Take responsibility for a portfolio of clients, managing ongoing relationships a...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service to...
To provide a proactive compliance consultancy service to the Groups directly authorised clients and institutions, presenting compliant solutions in general compliance areas. To deliver professional and valued support services and provide effective customer relationship activity to influence positive customer sentiment Organise and monitor the delivery of general consultancy services to provide an effective and valued service t...
Our client who are a Regional IFA firm based in Crawley are looking to bring on an experienced financial services administrator to provide client support administration services within the client support team. Main tasks and responsabilities: Inputting data on Adviser Office Managing Letters of Authority process Scanning documents to Watermark Chasing providers for outstanding doc...
Our Client a progressive Professional services firm with offices throughout the UK, needs an experienced T&C Supervisor to ensure that FM Consultants and Line Managers attain and demonstrate competence for the roles they are performing through the Induction & Training programmes and those individuals remain competent through the on-going supervision and T&C regime, thereby effectively managing risks to clients and the business.<...
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Date: 29 May
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Bristol, Avon
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£35,000 - £43,000 per annum, OTE
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2 applications
Our Client a progressive Professional services firm with offices throughout the UK, needs an experienced T&C Supervisor to ensure that FM Consultants and Line Managers attain and demonstrate competence for the roles they are performing through the Induction & Training programmes and those individuals remain competent through the on-going supervision and T&C regime, thereby effectively managing risks to clients and the business.<...
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 ...
An opportunity has now opened for an experienced Paraplanner to join the support team of a Regional IFA firm based in Gerrards Cross. Your duties will include: Report writing (Life, Pensions and Investments and Prtoection), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directl...
Our client who are a Regional IFA firm based in Gerrards Cross are looking for a highly motivated individual to join their team. Purpose of the role: To provide a high quality administrative support to the Advisers and Clients of the Company To become fully competent and proficient in the use of the systems, equipment and software required to carry out your duties. Key Accountabilities:</s...
An opportunity has now opened for an experienced Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in prepar...
An opportunity has now opened for an experience Paraplanner Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directly as and when required. Prepare alternative scenarios for consideration in prepari...
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...
