Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Play a key role in implementing and embedding the Risk & Compliance Framework for the UK operations of this global brand, having recently been authorised by the FCA as a Credit Broker for consumer credit and credit finance products.
The Compliance Officer will provide direct support, training and advisory work to business heads and operations to develop their understanding of FCA-regulated processes and policies.A background in consumer credit is essential, ideally auto-finance.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Marc Daniels are working with a household name automotive company based in Bracknell in their recruitment for an Compliance Officer to help them deal with FCA regulations and changes for an initial 6 month period very likely to be extended.