Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Posted by Robinson Financial Careers • £28K/yr to £40K/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.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
A market-leading specialist insurance company are looking to recruit a Risk and Compliance Manager to support the Head of Risk and Compliance in ensuring that business processes, transactions, and corporate governance adhere to all relevant regulatory, legal, and internal guidelines.
Role and Responsibilities
Building effective relationships within the business to ensure that an effective compliance culture is in place, promoting positive engagement and behaviours within Commercial Express, leading by example as a role model.
Development and enhancement of compliance processes in accordance with market practice to meet regulatory expectations, setting up and monitoring adequate and appropriate systems and controls to ensure that the firm meets its regulatory requirements.
Who's MD previously worked at a Global broker, is looking for a Senior Commercial Account Handler to take over a position from the current role holder who is retiring soon.
A truly independent insurance brokerage (I know that's rare in today's world isn't it!)
Joining a small, yet highly knowledgeable team, you will be technically strong and will have cross class commercial lines experience and first-class client servicing skills.
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
Connells in Stourbridge offers structured and transparent progression opportunities Competitive basic salary Warm leads Industry leading training Agile and nimble IT systems