Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Are you a T&C Supervisor or experienced financial adviser passionate about client outcomes and Consumer Duty?
Join our client, a leading financial services group in London, and lead their T&C scheme to new heights!
About the Company Our client is a top UK financial services group providing comprehensive financial advisory, wealth management, investment management, and platform services.
Posted by Brian Durham Recruitment Services • £23K/yr to £25K/yr
Duties will include:- Preparing transactions and investment planning.
This highly respected City based International bank have a 12 month FTC role within their Asset Management team.
Working 9.00am-4.00pm 5 days per week, (2 days in the office) applicants must be fluent Japanese speakers as well as having gained proven administraion work experience.
The opportunity for a friendly, career-focused financial planning candidate has arisen due to growth plans and acquisitions.
A growing company in Bishop Stortford is looking for an ambitious individual looking to develop their career within an established and growing IFA firm.
They are a well-established Financial Services Practice which provides a highly personalised financial planning service.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £30K/yr
General
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
The role will involve promoting the company's services in a professional and FCA compliant manner.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.