Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning.
The role operates within the financial planning team providing excellent client service to help clients meet and enhance their individual financial goals and needs.
My client is currently looking for a Chartered Financial Planner to join their team in Manchester.
Posted by Connections The Recruitment Specialists • £26K/yr to £27K/yr
General
Connections The Recruitment Specialists is delighted to collaborate with a well-established financial services provider, offering Protection, General Insurance, and Mortgage services to Financial and Mortgage Advisers across the UK.
We are currently seeking a dynamic individual to join their Mortgage Advisory Team, experience working within Financial Services would be a distinct advantage however is not essential.
Role Responsibilities
Maintain strong relationships with members, handling inbound enquiries.
An exciting opportunity has arisen to join our Financial Crime team.
We are seeking a Transaction Monitoring Analyst who will play a critical role in ensuring the company's compliance with financial crime regulations through the detection and prevention of financial crime.
Prior experience of Transaction Monitoring, transactional analysis, SAR disclosures and DAML are a key requirement of this role.
Thousands of customers place deals through us to buy shares on the stock market and other investments, and our Dealing Services Teams are there to help them.
At AJ Bell, we're in the business of helping people invest.
Posted by Charisma Charity Recruitment • £50K/yr to £64K/yr
The main purpose of the Senior Financial Systems Manager is to lead financial systems deployment to all the organisations offices worldwide.
Through the provision of immediate relief and the establishment of self-sustaining development programmes, they aim to invest in real, effective solutions.
We are working in Partnership with a non-profit organisation working across the globe to strengthen humanity's fight against poverty, social injustice and natural disaster.
As the Financial Promotions Manager, you will be responsible for overseeing the compliance and performance of all financial promotions within Money Wellness.
You will document and report on findings, ensuring that all customer communications adhere to FCA, ASA, and other regulatory standards.
Our client, a leading Financial Services firm are looking for a Compliance Monitoring Officer to join the team on a permanent basis.
As Compliance Monitoring Officer you will assist the Company in the management of regulatory risk by undertaking independent assessments and monitoring to determine the adequacy and effectiveness of the measures and procedures put in place to ensure compliance with its obligations under the regulatory system.
Role Responsibilities
Assisting the Compliance Director in ensuring the appropriateness of the Company's overall Compliance Monitoring Programme taking account of internal risk assessments, external regulatory developments and the Company's business plan.