Due to changes within the compliance function, our client, a mid-sized IFA Firm (part of a larger business), has an immediate requirement for a T&C (Training and Competence) Supervisor.
This is a superb and rare opportunity in the North East, for an individual to use their experience of Adviser monitoring and development, to ensure quality and regulatory requirements are met.
The individual will join an existing and established compliance team and will be based out of modern, professional offices in Tyne and Wear.
Reports To: Credit Control Senior Manager & Assistant Manager
We are seeking a detail-oriented and proactive Credit Control Associate to join our Clients team.
The successful candidate will manage the Assumed Payments Function, perform credit control duties on allocated Outwards Reinsurance accounts, and support various Credit Control team projects.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by IDEX Consulting Ltd • £22K/yr to £28K/yr
General
A reputable and well known Financial Advisory business are now actively looking to hire a Trainee Paraplanner in to their established team.
The business has a strong emphasis on a positive working culture which is demonstrated by the longevity of many within the office.
Duties will include
Deal effectively with queries from clients and other parties through effective communication and build relationships with clients and be the point of contact via email and telephone.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
As a Customer Service Advisor for inbound debt recovery, you'll provide crucial support to those facing financial challenges with empathy and professionalism.
We're seeking individuals to join our team at Whistl Gateshead's contact centre.
Join us to make a difference and be part of our dedicated team.
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
Our Client is a highly successful and innovative IFA Practice who are based in the North East region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
Posted by Robinson Financial Careers • £25K/yr to £50K/yr
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
Are you a competent IFA Administrator with some paraplanning skills, looking to work in a small, friendly team?
Our Client is a successful and award-winning Financial Advice firm, based on the outskirts of Stockton, providing a highly-client-focused, holistic financial planning service to individuals and small business owners.
This is a full-time position, working 4 days per week, with every Friday off!