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 Kenneth Brian Associates Limited • £30K/yr to £35K/yr
Key Responsibilities
Provide comprehensive administrative support within the financial services team.
General
We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.
Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Then apply to this role as a Customer Service Representative, where you'll play a vital part in delivering top-tier service for our client's Mortgage and Savings customers.
Are you the go-to person for customer support and admin excellence?
Do you thrive in a role where you can make a real impact?
Posted by Front Row Recruitment Ltd • £25K/yr to £30K/yr
My client, an established financial services company, currently seek an experienced Administrator with strong Excel skills to join their friendly team - duties will include:
Ensuring data for pension schemes is input correctly
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.