Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
They are looking to add to their team of talented Mortgage Advisors.
Your Area Mortgage Manager will support your journey every step of the way and help you become the best you can be!
On behalf of a large independent estate agents based in Kent, Hawk Personnel are looking for an experienced Senior Mortgage Advisor to be based in the Thanet area.
My client are a leading and well recognised financial services provider, who due to an internal move are seeking to appoint an experienced Internal Audit Manager.
This person will take direct responsibility for a small team and will report directly into the Head of Internal Audit.
Responsibilities include
Acting as an engagement manager in the delivery of full and detailed end to end internal audits across the business in line with the annual internal audit plan.