Great opportunity for a forward thinking Compliance professional to make their name in investment management.
About the role
You understand investments and portfolio management, and want to be in a growing firm that will give you the tools to make a difference and a strong base to accelerate your career.
Coach, train, and develop Financial Advisers to ensure high-quality client service and compliance with all regulatory requirements.
General
My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers.
The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in line with the Training and Competence programme and TCF strategy.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
You want to be at a growth firm where you are recognised for what you personally bring to the table.
This is a great opportunity to work in a positive team that is welcomed by the business in helping us achieve client excellence (that's right we value the Quality team!)