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Trainee Financial Adviser
2 weeks ago
Douglas Steers & Company Colchester, United KingdomFull time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023**. · We are lo ...
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Financial Sales Adviser
2 weeks ago
Jigsaw Recruitment Colchester, United KingdomApply · **Financial Sales Adviser**: Home based position covering Colchester, Essex and the surrounding area£45,000 to £85,000 with excellent benefits that include a company car · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services ind ...
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Independent Financial Adviser
2 weeks ago
Douglas Steers & Company Colchester, United KingdomIndependent Financial Advisers required for Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023**. This is an exciting opportunity to join our firm as ...
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Trainee Financial Adviser
3 weeks ago
Douglas Steers & Company Colchester, United KingdomFull time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023**. · We are lo ...
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Independent Financial Adviser
1 week ago
TC-Group Colchester, United Kingdom**Independent Financial Adviser (self employed) - North Essex** · Our Financial Services division is expanding rapidly to respond to high levels of demand and we have an exciting new opportunity for a self employed Independent Financial Adviser to cover the North Essex area. Idea ...
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Trainee Financial Adviser
2 weeks ago
Douglas Steers & Company Colchester, United KingdomFull time Trainee Financial Advisers required for Independent Financial Advisers and Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023**. · We are lo ...
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Financial Sales Adviser
2 weeks ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, General, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Sales Adviser - ...
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Financial Sales Adviser
2 weeks ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, General, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Sales Adviser - Colch ...
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Financial Sales Adviser
2 weeks ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 23 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, General, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Sales Adviser - Co ...
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Financial Sales Adviser
2 weeks ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, General, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Sales Adviser - Col ...
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Financial Sales Adviser
3 weeks ago
Jigsaw Recruitment Colchester, United KingdomApply · **Financial Sales Adviser - Colchester, Essex**: £25,000 to £45,000Jigsaw Recruitment are recruiting self motivated and target individuals to join their growing team based in the Colchester area. · **Sales Adviser Role**: · Reporting to the area manager you will be requir ...
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Independent Financial Adviser
4 days ago
CFP JOBS Colchester, United Kingdom**Employed Independent Financial Adviser with client bank provided** · **Clients based across: Ipswich, Norwich, Colchester and Bury St Edmonds** · My client is a large, successful and very reputable firm of Independent Financial Advisers, who span across the whole of the UK. Fol ...
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Independent Financial Adviser
4 days ago
TIME Appointments Ltd Colchester, United KingdomA leading Independent Financial Adviser firm based in Colchester is currently seeking to recruit a professional Independent Financial Adviser to join their team. This is a fantastic opportunity to join a company that specialise in providing independent financialadvice. · **Duties ...
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Financial Sales Adviser
3 days ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 8 March 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, General, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Sales Adviser - Colc ...
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Independent Financial Adviser
1 week ago
Fairey Associates Ltd Colchester, United KingdomThe role will involve: · Preparing sound holistic financial plans to ensure clients meet their goals · Advising clients on current financial issues and making recommendations · Generating new business and building ongoing relationships · Maintaining existing client relationships ...
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Independent Financial Adviser
2 hours ago
Recruit Assist Colchester, United KingdomA great opportunity to work with an established business providing independent financial advice to its clients. The role is due to continued company growth. · **Duties** · - Preparing sound financial plans to ensure clients meet their goals · - Advising clients on current financi ...
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Financial Sales Adviser
22 hours ago
Jigsaw Recruitment Colchester, United KingdomJob Reference: · - Date Posted: 20 January 2023 · - Recruiter: Jigsaw Recruitment · - Location: Colchester, Essex · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Sales Adviser - Colchester, Essex: £25, ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Bury St. Edmunds, United Kingdom**Financial Adviser: Home based position covering Bury St Edmunds, Suffolk£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to ...
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Financial Adviser
1 week ago
Eight Wealth Management Ltd Great Baddow, United Kingdom**Self Employed Financial Advisers wanted** · **Chelmsford and surrounding** · **Eight Wealth Management** · At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Chelmsford branch. We have a client bank ready for ...
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Financial Adviser
1 week ago
Artemis Recruitment Consultants Ltd Colchester, Essex, United Kingdom £45,000 - £55,000, , · Financial Adviser - Colchester - Artemis Recruitment Consultants Financial Services · Colchester · 15/09/2023 · Type of Position: Financial Adviser - Colchester · Pay: £45k - £55k · Financial Adviser - Colchester · Our client is looking to welcome a Financial Advise ...
Servicing Financial Adviser - Colchester, Essex, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Financial Adviser - Colchester - Artemis Recruitment Consultants Financial ServicesFinancial Adviser - Colchester
Financial Adviser - Colchester
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.
Making sure portfolios are managed in accordance with the client's mandate, objectives and the firm's investment propositionMaintaining all standards of performance as required by the firm
T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data protection, conflicts of interest, inducements, record keeping, best execution etc.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle &Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client records are retained in line with the firm's Data security / data protection / record keeping policy
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