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The team undertakes and oversee all elements of asset transfer processing. This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and an in-specie ba...
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This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Pensions Adm...
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We are currently recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a T&C Lead. Purpose of Role The role reports to the COO who sits at Group Executive Board level and carries regulatory responsibilities...
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Training & Competence Supervisor Are you a T&C Supervisor or experienced financial adviser passionate about client outcomes and Consumer Duty? Join our client, a leading financial services group in London, and lead their T&C scheme to new heights Abo...
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Hybrid Mortgage Sales Manager - High Earning Potential ( 50k Basic - 100k OTE) - London, Kent, Sussex, Surrey, Beds, Bucks, Herts Do you thrive in a fast-paced environment, leading and motivating others to achieve exceptional results? Are you a seaso...
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Are you a T&C Supervisor or do you have previous financial advisory experience? Do you have a passion for financial services and striving for good client outcomes under the Consumer Duty? Do you thrive in a fast-paced collaborative environment and en...
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A well known professional services organisation with offices throughout the UK are looking for an experienced T&C / Compliance Supervisor to cover a small team of Financial Advisors in the London and Home Counties area. This role will be predominantl...
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Role We are looking for a high calibre Paraplanning Supervisor to join the growing team of this highly success financial/wealth planner. The ideal candidate should show strong leadership skills, whilst having excellent empathy and understanding of th...
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12 Month Fixed Term Contract Location: Potters Bar (Hybrid working with 2 days in the office) Job Purpose The role is within the Investment Operations area of the Investment Financial Services Department, which provides professional Investment Servic...
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Do you have previous experience in a targeted credit control / debt collection environment? Are you looking for a new challenge? We are a well-established professional commercial debt recovery consultancy and due to continued expansion, we are curren...
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Training and Competence Lead Are you an experienced T&C professional with a passion for developing and mentoring top-tier financial advisers? We're seeking a dynamic and strategic Training and Competence Lead to take on a pivotal role within a fast-g...
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Introduction Join us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make stra...
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Do you have knowledge of supervising a small team? Do you have experience from within the debt recovery industry? If so then this is the job for you Benefits Work shift flexibility can be offered - core hours of 9am to 4pm must be covered for 4 days..
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