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Displaying 1-24 of 24 jobs
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Posted 30/08/2024 by NJR Recruitment Ltd
Junior Compliance Administrator. York. £23,000 - £25,000. NJR are currently working with a leading Independent Wealth Management Advisory firm based on the outskirts of York who are looking for a Junior Compliance Administrator to join their ambitious, expanding and technically … more
Posted 30/08/2024 by Barlow Wood Ltd
COMPLIANCE OFFICER. ALDERLEY EDGE. UP TO £30, 000 doe. Our client is seeking to add to their Compliance team and keen to speak with individuals who have previous experience gained in the UK Financial Services sector (this is an essential requirement). You will be responsible for … more
Posted a week ago by Usay Compare
This roleis integral to our business as you are ensuring that the Sales Advisers are selling compliantly to our clients, abiding by the FCA regulations, and providing them with the best possible advice. What we can offer you. A competitive basic salary of £23,500 per annum. Monday … more
Posted 4 days ago by Aimee Willow Connex Ltd
To deliver a set of diverse tasks that enable our advisors to focus on sales. Responsibilities. Hands on approach for delivering agreed objectives and accountable for delivering the following. Supporting Mortgage and Protection Advisors in the production of client reports. … more
Posted 3 days ago by Four Squared Recruitment Ltd
Our client is looking for a dedicated Sales Advisor to join their team in Cirencester. This role will focus on retaining existing clients and upgrading their services by delivering exceptional customer care and expert service knowledge, all while ensuring full FCA compliance</ … more
Posted by Vitality
Team – Adviser and Employer Distribution. Working Pattern - Hybrid – 2 days per week in the Vitality London Office. Full time, 37.5 hours per week. We are happy to discuss flexible working. Top 3 skills needed for this role. Being adept with working in a fast paced business environment. …
Posted 27/08/2024 by Search
This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers. You'll manage a variety of tasks, from maintaining client files and processing financial transactions to liaising … more
Posted 23/08/2024 by Rayner Personnel
Mortgage and Protection Advisor. Livingston(EH54. My client is looking for a Qualified Mortgage and Protection Advisor to join them in their award winning team. What is on offer. Competitive salary (£30k-£40k basic) OTE £60k. Uncapped commission. Flexible working pattern. 75% of … more
Posted 20/08/2024 by Parkside
A leading alternative finance provider is seeking a passionate and driven Collections Advisor to join their expanding team. This innovative company thrives on creating the impossible and is dedicated to exceptional customer service. About the Company. Established. Mission: To unlock … more
Posted 21/08/2024 by Rayner Personnel
Protection Advisor -HYBRID WORKING. What is on offer. Competitive salary (£29,500 basic) OTE £70k. Uncapped commission. Hybrid working (3 days from home. Briliant commission structure Main responsibilities of this role. Attracting new clients and business, whilst being motivated to achieve … more
Posted a week ago by Rayner Personnel
Current advisors are making 4-9k a month in commission. Pre-qualified leads. FULL admin support. *Key Responsibilities:*. Recommend suitable mortgage products from across the market. Meet and exceed performance targets. Nurture client relationships and generate repeat business. Ensure … more
Posted 4 days ago by Jobseekers Recruitment Services
A great team to join, they are all trained by the MD and have been recognised as one of the top 100 financial advisors in the country. Key areas of responsibility and duties. Preparing Letters. Calling Providers. Maintaining client data on the CRM and informing Providers where appropriate. … more
Posted 29/08/2024 by Rayner Personnel
Ensure FCA compliance and maintain accurate documentation. *Requirements:*. Hold CeMap or industry equivalent qualification. 2 years+ of mortgage & protection advisory experience in an Estate Agency. Driven, motivated by success and results. Ambitious and self-motivated. Resilient, … more
Posted 20/08/2024 by Nicholas Howard Ltd
Nicholas Howard Limited are delighted to be recruiting for a new and exciting role as a Collections Advisor. Based in Sheffield, this role can be either full or part-time. Working on the front line of operations, the role of the Collections Advisor is to identify appropriate … more
Posted 21/08/2024 by Hooray
Working in a team of three, the Operations Assistant will be involved in all compliance initiatives across the firm from organising training, to amending policies and procedures to rolling out training. This is a key role and would be suited to someone who has previous experience as an IFA … more
Posted a week ago by Alderley Park Recruitment
The Wealth Management Administrator will play a crucial role in supporting the financial advisors and ensuring the smooth running of our clients operations. This role involves managing client communications, handling administrative tasks, and ensuring compliance with regulatory … more
Posted a week ago by Search
Compliance Officer. Up to £30,000 basic salary. Location: Neston - option to work from home on hybrid basis after probation. Hours: 9:00am to 5:30pm (5pm finish on Friday)A great opportunity has arisen based in Neston for a Compliance Officer with experience working within an … more
Posted 3 days ago by Templegate recruitment
This is a key role in supporting their Independent Financial Advisors (IFAs) and ensuring the smooth operation of the firm. The ideal candidate will be detail-oriented, proactive, and highly organised. Day-to-Day Duties. Client Administration: Manage daily client account administration, … more
Posted 20/08/2024 by Avanti Personnel Limited
Our client is offering a trainee paraplanning position where you will work closely with Financial Advisers, admin, and other colleagues. The successful candidate will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and … more
Posted 19/08/2024 by Response Personnel Ltd
Customer Service Advisor. 12 month contract. Rate of pay £12.00 per hour. Hours: Monday - Friday 08.30 - 17.00 with a 1 hour lunch break. Start date: 16th September 2024 - No annual leave for the first 6 weeks to carry out full training. Full-time, on-site. Purpose of role: Customer Service … more
Posted 20/08/2024 by Avanti Personnel Limited
Working in collaboration with Financial Advisers, admin and other colleagues, the successful candidate will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. This superb opportunity will … more
Posted 23/08/2024 by Vitality
Team – Adviser and Employer Distribution. Working Pattern - Hybrid – 2 days per week in the Vitality London Office. Full time, 37.5 hours per week. We are happy to discuss flexible working. Top 3 skills needed for this role. Being adept with working in a fast paced business environment. … more
Posted a week ago by Medlock Partners Ltd
Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times. Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times. … more
Posted 5 days ago by AFH Wealth Management
Independent Financial Adviser - Desk Based. AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, … more
Posted 20/08/2024 by PIB Employee Benefits
PIB Employee Benefits is an innovative and forward-thinking organisation, winning Firm of the Year at the 2024 Corporate Adviser awards. PIB Group was voted by Insurance Times as top of its broking High Flyers list in the 2023 Top Brokers feature, PIB is known for delivering exceptional … more
