Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Provide frontline support services to all servicing teams within the Customer Services Division regarding the processing of illustrations, applications, policy alterations and general enquiries from Customers and Advisers, analysing and vetting information provided to ensure it complies with legislation, internal policies and procedures, identifying outstanding requirements, obtaining and applying funds and liaising with Advisers.
Business Function
Our technology platforms and solutions are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services.
Equiniti is a leading provider of technology and solutions for complex administration and payments.
Your proven experience across Financial Lines will allow you to ensure professional and efficient management of all claims from first notification to settlement, and presenting claims MI.
We have an exciting opportunity for an experienced Commercial Insurance Claims Handler to join our Financial Lines Specialty Team based in Liverpool.
This role is very customer focussed, requiring you to provide an excellent claims service to our clients.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
Case Manager From £25,000 plus incentive scheme up to £2,500 after probation, with excellent benefits and progression opportunities (Work Level 6B)Monday-Friday, full time 37.5 hours Manchester, Stratford-Upon-Avon, Bristol - You'll complete your 6-month training at one of our offices, then you may have the option to work in a hybrid way.
We're looking for case managers to join our Co-op Legal Services probate team.
A well established financial services company who are about to go through a highly profitable phase are looking for a Finance Director to develop and lead finance through this period.
The business will be looking to go through a sale in the future and this is an exceptional opportunity to lead the growth of the business and leading the business into a sale.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.