My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
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.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum.
Mbf are working with a national financial planning organisation in Chelmsford to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in South of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
This individual with Produce quality documents which provider clear information and advice to clients based on their financial needs and objectives.
They seek to add a Trainee Paraplanner to their growing team on a salary up to £28k per annum.
Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team
In this role you will support the IFA's and deal with processing Investment and Pension cases
Ideally you would currently be in an IFA company doing a similar role