Posted by Vision-FS Recruitment • £35K/yr to £45K/yr
Reporting to the Adviser Support Section Leader, the Compliance Consultant's core function is to review and assess the quality of evidence within the client's records in respect to the suitability and compliance across Investments, Insurance and Mortgage products.
One of the UK's most successful, award-winning Financial Planning groups has partnered with Vision-FS Recruitment to find a suitable Compliance Consultant for its rapidly expanding team.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.
Posted by Synchronicity Group • £37K/yr to £50K/yr
Our client, one of the fastest growing IFA's in the South East, is looking to hire a additional Paraplanners to join their team.
As a Paraplanner, you will provide knowledgeable and technical support to the Financial Advisors with excellent attention to detail to ensure clients have all the information they need in order to review and make decisions about their investments and that providers have the correct details to carry out client instructions.
This well established business offers holistic independent financial advice and also offers in-house discretionary investment management.
This is a great opportunity for a talented salesperson to join phs Wastekit who are one of the leading suppliers of balers and compactors in the UK.
The ideal candidate for this role will have previous experience in a field-based sales role, developing a sales strategy to acquire new business across the industry.
Posted by NIGEL JAMES ASSOCIATES LTD • £22K/yr to £30K/yr
Nigel James Associates are partnered with a well known Mortgage Advisory client in the local area who are looking for either a Senior Mortgage Administrator or a Mortgage Paraplanner to join their team.
You will be assisting Mortgage Advisers and communicating with clients throughout their mortgage process.
Experience of working within the mortgage industry is essential.
The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII, LIBF, or CISI).
In this role, the successful candidate will be an integral part of their growing team, supporting financial advisors and helping to deliver high-quality financial planning services to clients.
General
Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.
Posted by NIGEL JAMES ASSOCIATES LTD • £25K/yr to £30K/yr
Nigel James Associates have partnered with a Mortgage Advisory Firm who are looking for a Mortgage Advisor to join their excelling team in Horsham.
You must be a skilled Mortgage Advisor looking to join a dynamic team, where you will provide expert mortgage advice, helping clients navigate the best financial solutions for their home-buying needs.
You will be working on mortgage applications, completing fact finds and assisting with team compliance.