Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Our client is an award-winning digital mortgage and savings platform, specialising in maximising affordability and helping people to buy sooner, who are looking to recruit a Client Asset Lead on a permanent and remote basis.
The role comes with a competitive basic salary and benefits.
What is expected of the Client Asset Lead
Ensure adherence and operational compliance with FCA's CASS rules to safeguard client assets and money, included the timely and accurate completion of CASS reconciliations.
Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team.
Why you should consider this opportunity
As a senior within the business, you will be supported by a highly trained team of professionals to help you deliver expert advice to clients.
You will be able to utilise their existing professional relationships to help you bring on new clients, alongside the opportunity to inherit some existing clients.
Ambition is working with an established insolvency practice in the UK market that is looking to continue the growth of their insolvency & restructuring department by hiring a new Associate Director to be based out of their London office.
By joining this firm you will be with a high calibre team that regularly works on some complex insolvency & restructuring projects in the mid-market sector.
Due to internal progression, the business are looking to add a Senior Legal Counsel to the Global Legal Team and be responsible for providing commercial legal and compliance support to our UK and Ireland operations.
Office Locations: London, Leeds, Telford or Coventry
The Advocate Group have exclusively partnered with a world leading Energy Management business, boasting a global turnover of 35b!