Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
General
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
To be a part of this project, you must have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, and Non-ISAs,combined with experience of handling complaints relating to product advice and suitability.
Our friendly, successful, and professional financial services client is looking to recruit an Administrator to cover a period of maternity leave in their team.
We have an opportunity for an organised and conscientious Administrator to deliver a high level of service to Investment teams.
Duties include assisting with investment processes, maintaining documentation and collaborating across teams, including New Investments, Portfolio and Risk.
The candidate must be diligent and professional, and is required to provide exceptional administrative support whilst working to tight timescales.
Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support a review project.
On top of being Level 4 qualified, you must also have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, Non-ISAs, and bonds, and have good experience in handling complaints relating to product advice and suitability.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave.
They are seeking a Paralegal for their Investment Funds group on an initial 6m FTC.
This exciting opportunity to hone your skillset in a top-tier international funds team will see you working alongside fee-earners and partners in the team.
We are currently recruiting on behalf of a leading US law firm in the city.
Our client Deloitte, a "Big 4" Professional Services firm, are currently looking for experienced Complaint Handlers to join a Pension & Investment project reviewing advice and suitability complaints.