Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
This is a unique opportunity to join an industry-leading financial brokerage.
As a Second Charge Mortgage Advisor, you will play a crucial role in helping our customers secure their financial needs and be responsible for providing expert advice on second charge mortgages.
We are seeking a talented and motivated Second Charge Mortgage Advisor to join our established and award-winning client.
Project work will include reviewing SMCR arrangements, T&C schemes, investment propositions, and relations with third parties.
Compliance Monitoring Officer role available with a consultancy business that has a range of clients across the financial services market predominantly within wealth management dealing with IFA clients.
You will be conducting file reviews and providing feedback about any compliance issues identified as well as undertaking risk assessments of high level systems and controls.