A Financial Planning firm located in Crawley are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Vision-FS Recruitment • £35K/yr to £45K/yr
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.
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.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a Trainee Paraplanner to join their team in Horsham.
Main Duties and Responsibilities
To promote and always work towards delivery of Client Best Interest outcomes.
To ensure adherence at all times to the principles of data protection and to the OPGL policies on such matters.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Chelmsford
Remote work is also available, with occasional visits to the Chelmsford office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Horsham.
Remote work is also available, with occasional visits to the Horsham office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
We are looking for either an experienced IFA Administrator or even a Financial Adviser looking to downscale.
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