You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
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.
Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support 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 client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
Are you ready to join a dynamic organisation committed to making a difference in the world of finance?
Our client, one of the leading financial institutions globally, is seeking a Treasury Implementation Advisor to join their team.
With a core focus on creating an inclusive workplace, they value diversity and believe in fostering an environment where everyone can thrive and bring their whole selves to work.
Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.
As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.
Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this
An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.