Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Lead and develop the Investment Advisory Compliance team, setting development goals and annual objectives.
Provide practical guidance to the company's investment teams in Equities and Fixed Income on interpreting and applying regulatory requirements, industry codes, and internal policies.
Perform detailed analysis, interpretation, and practical application of new regulatory requirements affecting the company's investment activities.
Posted by Montpellier Resourcing • £40K/yr to £50K/yr
Up to £45,000 plus bonus and benefits
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
With no micromanagement or targets and ability to work remotely, you are free to run your own business, benefiting from a high 80% commission split as standard and in house supervision you can concentrate on delivering exceptional advice as a Financial Advisor.
Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments.
With an unwavering commitment to service standards and client satisfaction.
The Investment Manager (IM) acts as the clients' primary contact for all investment needs and discussions.
Your role will be client facing and you will be responsible for helping to deliver the entire suite of Deutsche Bank Wealth Management solutions, from Discretionary and Advisory portfolio management, to Lending, Deposits, Capital Markets, Alternative Investments, and Wealth Planning.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Posted by THE OPENWORK PARTNERSHIP • £40K/yr to £120K/yr
We are recruiting for a prestigious and well-known brand, who are looking for Financial Advisors across South London and The South, who want the autonomy of self employment, allowing flexible working and greater earning potential, but with added support to help ensure your success including access to a ready built network of introducers.
If you're a financial Advisor dreaming of becoming your own boss, we have the firm for you!
With unrivalled support and training and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.