Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers.
Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business.
As a company they have just as much of a commitment to the community as they do their employees.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
We are partnered with a dynamic, forward thinking FinTech in their search for a Technology Risk & Assurance Analyst to be responsible for oversight of 1st line risk management activities across Technology, ensuring strategic and operational objectives are met and are underpinned by prudent and cost-effective controls.
This role can be home-based for the majority of the time with very occasional travel to the UK office.
Key responsibilities
Provide challenge, support, and guidance to the Technology leadership team on risk and control requirements to ensure conformance to the requirements of the Banks Risk Management Framework (RMF).