Requirements: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
Hybrid: Once through training & settled, there is some WFH flexibility
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.
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.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
1.
To promote our policy of delivering Client Best Interest outcomes.
Our client is a successful and established IFA firm in Horsham and they are currently looking for an experienced Financial Services Administrator to join the team
You will be processing Investments and Pension work so the successful candidate will come from a similar background
We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Pension and Investment Administrator to help their Advisers service clients, working out of their head-office in Horsham.
Main Duties and Responsibilities
1.
To promote our policy of delivering Client Best Interest outcomes.