Based on a flexible, hybrid basis out of their growing Glasgow operation your role as Trustee Consultant will be to support the experienced team of Trustees and Trustee Directors who actually hold a portfolio of trustee appointments and deliver consulting services to other clients.
An excellent opportunity has arisen for an Independent Pension Trustee Consultant to join the team of this highly regarded firm of Independent Trustees.
Through your excellent technical understanding of pension legislation, regulations, scheme management and compliance exposure, along with a broad understanding of trusteeship/trustee services, you will be responsible for helping the team deliver effective trusteeship and consulting services.
MERJE has partnered with a prestigious advisory firm to find a dynamic Principal Consultant to lead and manage advisory engagements, while spearheading business development initiatives.
This role is ideal for an experienced professional with a background in lending or wealth management.
Key Responsibilities
Act as an ambassador for the firm across the industry.
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.
Posted by Cavendish Maine Recruitment • £35K/yr to £40K/yr
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their Aberdeen office.
This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development.
In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by IDEX Consulting Ltd • £50K/yr to £75K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
This role offers home based/remote working with access to office locations if preferred.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.