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IFA Admin
2 weeks ago
Fram Search Dorset, United KingdomFram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. We ha ...
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Administrator
5 days ago
Lewis Investment Poole, United KingdomLewis' is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financ ...
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Financial Adviser
1 week ago
CAPIO RECRUITMENT LIMITED Dorchester, United Kingdom**_Job Title: Financial Adviser _** · **_Location: Dorchester, home/ hybrid working available_** · **_Salary: Dependent on experience and skills_** · **About the firm** · Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet ...
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Independent Financial Adviser
3 days ago
Truestar Talent Ltd Salisbury, United Kingdom**Are you looking for an exciting new career in 2023** · **Will your new career offer you** · - **An established client base of High-Net-Worth Clients**: · - **Opportunity to work remotely**: · - **The opportunity to grow and progress your career.** · The successful applicant for ...
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Ifa
4 days ago
Idex Salisbury, United KingdomMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. · In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategie ...
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Financial Services Administrator
4 days ago
Active Recruiting Consultants Ltd Southampton, United Kingdom**A unique opportunity to make a mark and impact an expanding brokerage** · - **Job Title/Location**:Administrator, Southampton & WFH · - **Salary**:£20,000 - £25,000 · - **Office/WFH**: 1-2 days WFH some weeks, other weeks fully office-based (will consider full-time and part-tim ...
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Employee Benefits Specialist
1 week ago
Benefex Southampton, United KingdomBenefex is a fast-moving technology company, and one of the most successful providers of online reward and benefits solutions in the UK. To help us on our quest to be the best, we need brilliant people on boardand that's where you come in. · If you fancy joining a team which stri ...
IFA Admin - Dorset, United Kingdom - Fram Search
Description
Job Description Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset.
Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses.We have placed a few candidates with this client and have received excellent feedback on the company's ethos and culture.
Provide administrative support, in line with procedures, to the Financial Planners in their work with clients, including direct liaison with clients when necessary, assisting in preparing suitability reports, preparation of annual review packs, drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as requiredComply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times
To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives.
