Posted by Robinson Financial Careers • £30K/yr to £100K/yr
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Hanham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Hanham.
This pivotal role involves coordinating services, MOTs, repairs, insurance, and vehicle inspections, as well as managing equipment compliance across the organisation.
You will oversee the day-to-day management of fleet and ensure compliance with health and safety regulations.
Reed have partnered with a dynamic, family-run business based in Warmley, South Glos, to support with recruiting for a Vehicle & Compliance Coordinator on a full time, permanent basis.