Employment Type : Full-Time
A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer. The role is home based with occupational IFA visits required. Typical responsibilities: Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority Proactively contact internal clients and...
Employment Type : Full-Time
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their high street branch in Tunbridge Wells. Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through...
Employment Type : Full-Time
Finance Manager Location: Cheltenham Job Type: Full-time Salary: Negotiable depending on experience My client is seeking an experienced Finance Manager to oversee the financial operations. Reporting directly to the Managing Director, this role is pivotal in managing the day-to-day activities of the Finance Team and ensuring the integrity of financial controls and records. Day to day of the role: Oversee the day-to-day running of the small F...
Employment Type : Full-Time
Finance Manager Location: Cheltenham Job Type: Full-time Salary: Negotiable depending on experience My client is seeking an experienced Finance Manager to oversee the financial operations. Reporting directly to the Managing Director, this role is pivotal in managing the day-to-day activities of the Finance Team and ensuring the integrity of financial controls and records. Day to day of the role: Oversee the day-to-day running of the small F...
Employment Type : Full-Time
I've got an incredibly exciting opportunity working with a Local Authority. Currently my client are in the market for an experience Capital/Major Works Project Manager to help deliver numerous improvement projects within the Affordable Housing stock. Role Responsibilities: Delivering a housing led regeneration of up to 2,000 units Lead on consultation with resident and consultants regarding redesign of schemes, ideas book and early projects incl...
Employment Type : Full-Time
My client, a leading Insurance Brokers based throughout the UK is seeking an experienced Account Executive (Sales) to join their newly opened branch in Newmarket. Purpose The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants. The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the ...
Employment Type : Full-Time
IFA Administrator Vacancy. Altrincham. Up to 30,000 Starting Salary. This opportunity is perfect if you're looking for the next step in your Admin career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced support team who have been up-skilled so write basic Suitability Reports. Conduct research for new business cases, focusing on fund and cost analysis As an IFA Administrator y...
Employment Type : Full-Time
Our client A Liverpool based financial advice / wealth management firm. The Role The Compliance Consultant role is to ensure the business is acting professionally and in accordance with regulation and internal procedures. As a Compliance Consultant, you are responsible for carrying out monitoring of compliance with internal procedures, dealing with complaints and breaches, investigating root cause, ensuring business areas update procedures to mi...
Employment Type : Full-Time
Up to 35,000 plus excellent bonus and benefits Due to exciting business growth , a fantastic opportunity has arisen for a diligent and motivated Accounts Associate to break into banking in the heart of London. In this role, you will be responsible for conducting daily reconciliation processes related to customer funds held in safeguarding accounts, ensuring compliance with Financial Conduct Authority (FCA) regulations, and the company’s own Safe...
Employment Type : Full-Time
Your new company This technology business has become one of the largest online marketplaces via their commitment to making the purchase and sales of automotive vehicles effortless and fun. Over their relatively short life they have been able to grow massively now having over 10 million active users. Although they are now one of the largest companies in the space they have no sign of slowing down as they have recently seen investment from respect...