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.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
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.
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers.
Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business.
As a company they have just as much of a commitment to the community as they do their employees.
Posted by JS3 Recruitment Ltd • £40K/yr to £50K/yr
Role Overview
The Head of Private Client will lead and expand the Private Client department, encompassing areas such as Wills, Probate, Trusts, Estate Administration, Court of Protection (including applications), Deputyship management, IHT and Asset Protection Advice, Lasting Powers of Attorney and Administration of Compensation trusts .
About the Firm
A key role has become available at a distinguished law firm dedicated to providing comprehensive legal services to individuals and businesses.
With a rich history of excellence and a reputation for delivering high-quality legal solutions, we pride ourselves on our client-focused approach and our commitment to achieving the best possible outcomes.
We are currently working with one of our long standing clients in the Bury location to assist with the recruitment of a Client Support Executive.
The main purpose of the job is to support the growth strategy in the division by identifying and capitalising on opportunities to increase levels of business and servicing the clients needs in line with contractual commitments.
You will be working within a busy sales and customer service environment delivering high quality service.
In this role, you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team.