Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Company Overview: At KPPS, we are market leaders in the recruitment industry with expert recruiters in Call Centre, IT, HR, Finance, Accountancy, Executive Search, and Engineering sectors.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Capio Recruitment Financial Planning • £60K/yr to £65K/yr
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
Posted by BBL Property recruitment Ltd • £65K/yr to £100K/yr
Residential Surveyors - 4 x patches available: East Anglia, Leeds, North Manchester and Sheffield - c£60k Basic (£100k OTE)
With an impressive client base (top-tier panel appointments, in-house instructions through their sister agency, direct lender contracts and increasing private/UHNW clientele commitments), national coverage and ambitious plans to expand further (regardless of market conditions) they now seek additional Residential Surveyors as follows:
We're working exclusively with a well-established, highly regarded, London-centric Property Services group whose Surveying team and market share has grown year on year.