Posted by Vision-FS Recruitment • £35K/yr to £45K/yr
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.
Reporting to the Managing Director, this role is integral to the financial operations of the company, encompassing a range of responsibilities from credit control to liaising with external accountants.
Reed Accountancy and Finance are currently assisting an established client on the outskirts of Horsham in the recruitment of a part-time Finance Manager to join their existing team.
Day to Day of the role
Managing credit control processes to ensure timely payments and cash flow.
Posted by Synchronicity Group • £37K/yr to £50K/yr
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.
Our client, one of the fastest growing IFA's in the South East, is looking to hire a additional Paraplanners to join their team.
This well established business offers holistic independent financial advice and also offers in-house discretionary investment management.
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.
The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII, LIBF, or CISI).
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 • £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.