Wonderful opportunity to join a leading wealth client as a compliance manager, working across the region with a range of IFA Networks, to assist them on their regulatory requirements.
As a Compliance Manager/Partner your role is to deliver regulatory oversight to appointed representative firms and registered Individuals and ensure Treating Customers Fairly principles are embedded.
The role is key in the identification and resolution of customer, regulatory, reputational, and operational risks, which are a key component in establishing an effective control function.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Posted by Trinity Resource Solutions • £75K/yr to £100K/yr
Unique in that it provides a "one-stop" wealth management service for these clients including Accounting, Tax planning, Financial Services and Property Management.
The firm is
Our client is a dynamic and innovative Practice, with a large client base of high net worth professional and owner-managed businesses.
JRRL are looking for a Finance Manager to managethe dailyfinancialoperationsfor a professional consultancy in SE London, reporting to Directors.This role is a replacement for a long-serving senior member who has recently moved on.
The company is open to modernising systems and evolving processes, making this an exciting opportunity to apply your skills, introduce fresh ideas, and truly make the role your own.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Reporting to the MD you will oversea a team of 3 and be happy dealing with the every day finance as well as the more detailed management accounts work.
A rapidly expanding service based group are now looking for a Finance Manager to join a small dedicated team, based in North Kent.
Posted by Olivia Ruella Limited • £45K/yr to £60K/yr
The role will manage ongoing client relationships and ensure their needs are met and expectations are exceeded on an ongoing basis.
A tremendous opportunity for an experienced Client Manager to join this highly-regarded semi-autonomous firm of accountants (but part of a larger group) to be based from their offices in the rural south-west Kent area.
The firm are expert within the VV/PE-backed tech start-up space and with a strong reputation for some of the specialised tax work it offers.