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.
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.
Posted by Service Care Solutions - Legal • £40K/yr to £80K/yr
Independent Financial Adviser; Remote working available
This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio.
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 Dimensions Specialist Recruitment Ltd • £23K/yr to £25K/yr
And services offered by the Society.
As an award winning financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales
They are currently seeking ann additiona team member within their new business team, where you will be the the first point of contact for new customers and intermediaries who are making enquiries about the financial products (ISA's, Bonds and Mortgages etc.)
At Toyota Financial Services, we pride ourselves on offering the highest levels of service to our customers, always enhancing the customers end to end journey.
We are looking for individuals to join our Customer Collections team, where you will provide effective arrears support to our TFSUK Customers.
Using your listening skills, you will communicate with customers always showing empathy and professionalism, adhering to regulatory standards (including Consumer Duty) at all times, maintaining the focus of delivering good customer outcomes.