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Financial Adviser
3 weeks ago
Artemis Recruitment Consultants Ltd Canterbury, Kent, United Kingdom £50,000, , · Financial Adviser - Canterbury - Artemis Recruitment Consultants Financial Services · Canterbury · 25/10/2023 · Type of Position: Financial Adviser - Canterbury · Pay: £50k · Financial Adviser - Canterbury · Our client is looking to welcome a Financial Adviser into ...
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Financial Adviser
2 days ago
Artemis Recruitment Consultants Ltd Canterbury, United KingdomFinancial Services · Canterbury · 26/01/2024 · Type of Position: Financial Adviser - Canterbury · Pay: £50k · **Financial Adviser - Canterbury**: · Our client is looking to welcome a Financial Adviser into their team in Canterbury, to advise clients as appropriate to their circum ...
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Financial Adviser
3 weeks ago
James Phillip Financial Recruitment Benfleet, United KingdomJames Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice. · An employed position in a company that offer financial advice to a client base of HNW clients they are now looking for an experienced Fina ...
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Financial Adviser
3 days ago
Reward Recruitment Kent, United Kingdom permanentFinancial Adviser - with active Client Bank · Kent · c. £60,000 basic+ Benefits (OTE £75,000 with existing client bank plus new business bonus) · Our client is looking to recruit an experienced and professional Level 4 Diploma Qualified Financial Adviser, who can offer expert ad ...
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Trainee Financial Adviser
2 weeks ago
Portafina Investment Management Rochester, United KingdomThere is an opportunity available within our **Financial Planning Team **as a **Trainee financial adviser.** · Not all people are familiar with what a financial adviser does so hear is an outline for you. · At Portafina we specialise in pension planning. As a financial adviser we ...
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Senior Financial Adviser
20 hours ago
Financial Divisions Maidstone, United Kingdom Full timeSenior Financial Adviser - £75k - £100k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage ...
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Financial Adviser
4 weeks ago
St. James's Place Kent, United KingdomJob DescriptionA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-term ...
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Financial Adviser
4 weeks ago
St. James's Place Gillingham, United KingdomA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-term relationships. ...
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Financial Adviser
3 weeks ago
St. James's Place Gillingham, United KingdomA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-term relationships. ...
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Financial Adviser
1 week ago
IDEX Consulting Ltd Maidstone, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to HNW clients. · About our client · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client has ambitious plans of becoming a top UK Wealt ...
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Financial Adviser
1 week ago
Portafina Rochester, United KingdomDo you get a thrill out of securing for people a better financial future and absolutely believe that everyone should have access to great advice? · **In a nutshell**: · Making great financial advice available to the masses. That's what we do. And it takes a number of dedicated, f ...
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Independent Financial Adviser
1 month ago
CFP JOBS Kent, United Kingdom Part time, Full timeIndependent Financial Adviser - Maidstone and surrounding areas. · Our client is looking for like-minded financial advisers to join them. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. · In this role, you will un ...
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Independent Financial Adviser
1 month ago
ARR Talent Limited Kent, United Kingdom Part time, Full timeAre you an experienced Financial Adviser or IFA based in the South West? · We're partnering with a leading mid-sized IFA, offering a pivotal role within their dynamic team. If you're an ambitious Financial Adviser with 3-5 years of experience, driven by career growth and eager to ...
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Adviser Support
3 weeks ago
Craven Street Wealth Canterbury, United Kingdom**Purpose of Job**: · To promote the company's services in a professional and FCA compliant manner by working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with th ...
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Head of Finance
3 weeks ago
Morgan Law Canterbury, United KingdomHead of Finance · Charity based in Canterbury · Hybrid working ( 2 days per week in office) · Full Time or Part time · £65,000 Salary · Excellent Pension · Reporting in the CEO. · Role Purpose: · To lead and shape the charities strategic and operational finance function to ensure ...
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Office Administrator
4 weeks ago
Verum Financial LLP Canterbury, United KingdomDuties could include the following: · Issuing reports to clients with all relevant documentation required · Ensuring timely execution of ongoing casework · Requesting client policy information from Insurance companies and other providers · Checking that files are Compliant and in ...
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Crown Court Clerk
3 weeks ago
HM Courts and Tribunals Service Canterbury, United Kingdom**Details**: · **Reference number**: · **Salary**: · - £25,827 - £27,170**Job grade**: · - Executive Officer- EO**Contract type**: · - Permanent**Type of role**: · - Operational Delivery**Working pattern**: · - Flexible working, Full-time, Job share, Part-time**Number of jobs ava ...
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Financial Planning Report Writer
2 weeks ago
Craven Street Wealth Canterbury, United Kingdom**Purpose of Job**: · To promote the company's services in a professional and FCA compliant manner by working in collaboration with Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining c ...
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Audio Typist/receptionist
2 weeks ago
Pharon Independent Financial Advisers Ltd Canterbury, United KingdomPharon is one the country's leading firms of Independent Financial Advisers and has established a strong reputation for excellence since the Company's foundation in 1973, taking great pride in the quality of the advice we provide. · We hold Chartered status and have achieved a to ...
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Financial Services Administrator
1 week ago
Craven Street Wealth Canterbury, United Kingdom**Purpose of Job**: · To promote the company's services in a professional and FCA compliant manner by working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with th ...
Servicing Financial Adviser - Canterbury, Kent, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Financial Adviser - Canterbury - Artemis Recruitment Consultants Financial ServicesFinancial Adviser - Canterbury
Financial Adviser - Canterbury
Our client is looking to welcome a Financial Adviser into their team in Canterbury, 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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