My client is a highly regarded, successful, established and award winning pensions specialist currently seeking a talented Regulatory specialist to join a newly established team and be a key figure in advising the business regarding regulatory and risk requirements.
Duties will include: Supporting the Head of Compliance to ensure the firm meets its regulatory requirements as set out in the DPB Handbook.
Support the firm in its application for its FCA Authorisation, ensuring policies and procedures meet the new requirements.
Portfolio are pleased to be working exclusively with an established global consultancy to recruit a new Health and Safety Consultant to add to their growing team!
Are you looking for your next challenge?
Keen to find an organisation which supports your personal growth and development?
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
This is a broad role comprising corporate and personal tax advisory and compliance and actively managing and controlling the delivery of all aspects of a client portfolio.
Marks Sattin are excited to be working with a top 30 accountacy firm based in Leeds to recuit a Business Advisory Tax Manager or Senior Manager.
This is an exciting opportunity to join a reputable firm in a period of growth.