Posted by Robinson Financial Careers • £28K/yr to £40K/yr
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.
Report writing will be an essential part of the role.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
The option to progress on to Paraplanning is available.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.
Posted by GREATOREX & PAYNE LTD • £24K/yr to £30K/yr
I am seeking a diligent and detail-oriented individual to join my rapidly growing Black Country based client.
This position will involve supporting the Risk & Compliance team, with responsibilities to include:
The successful candidate will play a crucial role in ensuring that this growing organisation adheres to all financial regulatory requirements and internal risk policies.
This Mortgage Advisor job in Stourbridge is with a directly authorised firm who have a relationship with a local Accountancy firm who will provide quality leads to you
To strengthen the relationship and enable you to maximise the opportunity, the Accountancy will provide you with space to work from their office.
You should be present in the office half of the week, with the other half available for you to work from home.
A market-leading specialist insurance company are looking to recruit a Risk and Compliance Manager to support the Head of Risk and Compliance in ensuring that business processes, transactions, and corporate governance adhere to all relevant regulatory, legal, and internal guidelines.
Role and Responsibilities
Building effective relationships within the business to ensure that an effective compliance culture is in place, promoting positive engagement and behaviours within Commercial Express, leading by example as a role model.
Development and enhancement of compliance processes in accordance with market practice to meet regulatory expectations, setting up and monitoring adequate and appropriate systems and controls to ensure that the firm meets its regulatory requirements.
Posted by Douglas Scott Legal Recruitment • £23K/yr to £26K/yr
Based in well-equipped offices in an impressive setting, close to commuter links, the Paralegal will benefit from working with a cohesive team of Assistants, Fee Earners and Partners to deliver a high quality of a full range of Paralegal Duties near Stourbridge.
A fantastic, established firm near Stourbridge, known to us as a client for many years are keen to add an experienced Paralegal to their already impressive Family team.