Posted by Robinson Financial Careers • £28K/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 Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We are seeking a diligent and experienced Compliance & Risk Manager to ensure our firm adheres to all relevant laws, regulations, and internal policies, minimizing risk and maintaining our reputation for excellence.
The role involves managing the firm's operational compliance functions and contributing to the strategy and plans for compliance moving forward.
Day to Day of the role
Set plans and objectives for the compliance function and actively participate in strategy development.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £40K/yr
We are recruiting for an experienced Financial Advice Administrator to join one of our partnership business based in Aldershot in Hampshire.
This role will focus on providing effective technical support to the Practice Principal and Financial advisers to ensure an efficient processing of business and to deliver a high quality service to their clients.
This is a growing business with a demand to increase its team with this addition.
Posted by Blakemore Recruitment • £28K/yr to £32K/yr
We are currently recruiting for a highly regarded Financial Planning practice in Farnborough who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
Due to ongoing success, our client, a highly respected insurance company are actively seeking a tenacious, corporate and results-driven Account Handler to complement their commercial division.
Handling a wide range of commercial and personal policies, including changes, handling renewal reviews, fulfilling new business quotations, and providing customers with necessary service and advice.
Key responsibilities will include
Managing and expanding local business by ensuring customers receive a first-class service.