To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
General
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
To assist Paraplanners and Advisers with the processing of cases.
To provide an effective and efficient administration service to the Advisers and Head Office as required.
General
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Mortgage Advisor - Our client is a Directly Authorised household name and an established leader within their niche, employing circa 150 people remotely across the UK.
£30,000 to £35,000 (DOE) plus uncapped commission (realistic OTE £50k)
Compliance Monitoring Officer role available with a consultancy business that has a range of clients across the financial services market predominantly within wealth management dealing with IFA clients.
You will be conducting file reviews and providing feedback about any compliance issues identified as well as undertaking risk assessments of high level systems and controls.
Project work will include reviewing SMCR arrangements, T&C schemes, investment propositions, and relations with third parties.