compliance consultant ,financial planning, wealth management Jobs - 9047
Fundraising Planning Manager
National Trust - SN22NA
Employment Type : Full-Time
Summary We are looking for a Planning & Projects professional to focus activity against the Fundraising Delivery Plan. As a key member of the Fundraising Operations team, you’ll be working across fundraising to support our teams enabling delivery of this plan, overseeing activity and supporting our people to progress on key development work in order to fulfil our budget and fundraising objectives. What it's like to work here The Fundraising ...
Wealth Management Consultant/IFA
Brevere Group - WC1X0AE
Employment Type : Full-Time
Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that can offer you introductions to enable you to build your portfolio? If the answer to these questions is yes, we would like to speak to you. Our client is an innovative and expanding Wealth Management fi...
Compliance Consultant
Vision-FS Recruitment - RH121RD
Employment Type : Full-Time
One of the UK's most successful, award-winning Financial Planning groups has partnered with Vision-FS Recruitment to find a suitable Compliance Consultant for its rapidly expanding team. The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK. Reporting to the Adviser Support Section Leader, the Compliance Consultant's core function is to review and assess the quality of evidence withi...
Compliance Consultant
Vision-FS Recruitment - L10AA
Employment Type : Full-Time
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team. Based at the firm's brand new offices in Liverpool city centre, the Com...
Compliance Consultant
Vision-FS Recruitment - L10AA
Employment Type : Full-Time
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team. Based at the firm's brand new offices in Liverpool city centre, the Com...
Wealth Planning Administrator
Blakemore Recruitment - London
Employment Type : Full-Time
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support. KEY RESPONSIBILITIES Administration support, preparing presentations & meeting preparation Assisting in producing letters Assisting in producing Presentations for meetings F...
LEGAL AND COMPLIANCE CONSULTANT - 12 MONTH FTC
BDO UK LLP - W1U7EU
Employment Type : Full-Time
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons BDO Regulatory So...
Product Planning & Reporting Analyst
Cumberland Building Society - CA30JF
Employment Type : Full-Time
Working at the Cumberland, you become part of something special. We’re a Mutual organisation, committed to improving the lives of our colleagues, customers, and community. Our values are incredibly important to us. We’re on an exciting transformational journey with our people firmly at the forefront of our plans. If you want to work for a team integral in helping to drive cultural change, a team where you can bring your whole self to work bringi...
IFA Administrator
Titan Wealth Planning Ltd - BS16DZ
Employment Type : Full-Time
Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The business was recently acquired by Titan Wealth Holdings, so an exciting time for the busi...
Office Administrator - Wealth Management
Jenson Fisher Consulting Ltd - W1F8EA
Employment Type : Full-Time
My client are a Chartered Financial Planning firm renowned for its commitment to excellence. Winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years, they pride themselves on being an industry leader. Their growth has created an exciting opportunity within the Operations team at their London office. The firm provides financial planning, wealth structuring and investment advice to high n...