Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities for Motor Complaint Handlers to work within the financial services sector for a major UK bank.
You will be working on an existing client project supporting the motor finance complaints team.
Please note, this role is a full-time position with 1-2 days in the
Your responsibilities will include administrative tasks, client service, and technical support to enhance the efficiency of their financial advisory services.
In this role, you will provide essential assistance to one or more financial advisers, supporting them across various client cases.
My client is a well regarded national Wealth Management firm and is looking for a dedicated individual to join their team as a Financial Adviser Support.
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
However, part time could be discussed for the right candidate
The Financial Controller will be responsible for overseeing the financial operations of the consultancy, ensuring the accuracy of financial reporting, adherence to regulatory requirements, and the implementation of financial strategies to support the firm's growth.
Company Overview
Our team of professionals works across various industries to deliver tailored strategies that drive growth and efficiency.
A premier business consultancy dedicated to helping organisations optimise their operations and achieve strategic objectives through expert advice and innovative solutions.
We are recruiting for an experienced Financial Adviser based in or around the area of Cardiff to join an established business, ready to hit the ground running with fully qualified leads ready for you to service
A world where you leads are provided
Are you a Financial Adviser looking for a new role
Are you already or looking to step into the Self employed world?