At NFU Mutual, we're more than just an insurance organisation - we're a comprehensive financial services provider dedicated to supporting our customers' financial wellbeing.
Scheme length - 3 years
Entry criteria - minimum degree classification of 2:2, any degree subject
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Resource Matters Ltd • £50K/yr to £55K/yr
Basic £50k Package
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
The Financial Services Compliance Officer role will require you to coordinate the training & competence requirements of the staff and organize training where required to ensure that the team are monitored and supported in their roles.
Posted by Resource Matters Ltd • £50K/yr to £55K/yr
Basic £50k Package
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
The Financial Services Compliance Officer role will require you to coordinate the training & competence requirements of the staff and organize training where required to ensure that the team are monitored and supported in their roles.
They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Posted by Montpellier Resourcing • £18K/yr to £35K/yr
Graduate Administrator (Financial Services)
Due to rapid growth, a fantastic opportunity has arisen to join a leading Private Bank based in the City of London, as we seek a 2024 graduate who is looking to gain experience within finanial services.
Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.