Posted by Robinson Financial Careers • £26K/yr to £38K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
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.
Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Financial Divisions • £95K/yr to £100K/yr
My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Are you a qualified Financial Advisor looking to elevate your career?
Posted by Financial Divisions • £25K/yr to £30K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Financial Divisions • £25K/yr to £30K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Financial Divisions • £70K/yr to £80K/yr
A well-established wealth management firm in North Kent, with over 30 years of experience, is seeking a skilled Financial Adviser to take over a substantial book of clients from a retiring adviser.
This client portfolio generates £400k in recurring revenue and includes a wide range of high-net-worth (HNW) individuals, from families and retirees to City professionals and elite sports figures.
Posted by Blakemore Recruitment • £27K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Ashford who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.