Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by The Portfolio Group • £26K/yr to £28K/yr
We are looking for a strong administrator with excellent attention to detail and organisational skills, to provide support the WFP team.
This role sits within the Workforce Planning department and is a very fast paced role.
Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for a Senior Administrator.
Posted by The Portfolio Group • £27K/yr to £35K/yr
Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for a HR Advisor to add to their team.
This unique HR Advisory role is open to HR professionals at any level, where you will gain invaluable experience advising on a vast range of HR processes and procedures and Employment Law for over 30,000 clients in various sectors.
There is also opportunity to earn additional money on top of your basic and to follow a fantastic career pathway with a clear route of progression.