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.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.
Chartered financial planning practice just outside Horsham who specialise in delivering bespoke financial planning, tax planning and wealth management solutions to a bank of high-net-worth clients require a Senior Paraplanner to join their team to support two chartered financial planners with the production of top level financial planning research and report writing.
As a minimum hold the Level 4 Diploma in Financial Planning, and either working towards Chartered status or have already achieved.
Ideal candidates will have strong Paraplanning experience and be very confident in their abilities, being able to work both independently and in a team, ideally with Xplan knowledge.
My client are a Chartered independent wealth planning firm in West Sussex who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
They have 500 clients in their current setup with on average £1m of assets to invest per client.
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
Financial Administrator - £25k - £32k bonus, Full study support - Chartered IFA - Haywards Heath
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
Financial Administrator - £25k - £35k bonus, Full study support - Chartered IFA - Haywards Heath
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.