Wonderful opportunity to join a leading wealth client as a compliance manager, working across the region with a range of IFA Networks, to assist them on their regulatory requirements.
As a Compliance Manager/Partner your role is to deliver regulatory oversight to appointed representative firms and registered Individuals and ensure Treating Customers Fairly principles are embedded.
The role is key in the identification and resolution of customer, regulatory, reputational, and operational risks, which are a key component in establishing an effective control function.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Manage and oversee the daily operations of the accounts payable and receivable teams.
General
Reed Accountancy & Finance are seeking a professional with experience in managing a ledger team within a Finance Manager role for a temporary assignment with our client in Ashford.
While direct experience as a Ledger Manager is not a prerequisite, the successful candidate will be expected to effectively oversee the accounts payable and receivable ledgers, ensuring that all financial transactions are accurately recorded and processed promptly.
Posted by The Recruitment Experts • £50K/yr to £70K/yr
The Letting Experts
We are looking for like-minded individuals (and couples) who want to start their own lettings business.
More importantly, they have to share our vision to raise the standards in letting agency by providing a first class service, excellent property management and outstanding service for clients.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
This firm covers all areas of financial planning and has a growing group of advisers, so are looking for an administrator to join the existing adviser support team of 12.
Job Description
Recruit UK is working on an excellent opportunity for a Wealth Management Administrator to join a rapidly growing independent financial planning firm based in Ashford, Kent.
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
General
As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.