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.
Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
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.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
The role of AVP exists to manage a portfolio of Project Finance Loan transactions of a complex nature, dealing with waiver requests and variations, the monitoring of risk, application of associated credit grades and various other administrative tasks, such as KYC, documentation and covenant compliance.
The role requires strong analytical skills and involves the review and analysis of information including, but not limited to, construction, technical and operational reports customer financial statements, project finance financial models, due diligence and administration of the Loans in accordance with the terms of Financial / Legal documentation along with preparation of associated applications.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
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.
Investigo are currently seeking a finance systems manager to assist our client for 12 months with being the main point of contact for finance system support across the finance department.
In this role, you take control of the finance systems and processes.
Hybrid working (2 days per week in South Hertfordshire)