Commissions/New Business Officer
Commissions/new business officer
we require an enthusiastic person, with a high level of numeracy and accuracy, preferably with a background in accounting and, or the life assurance industry to work as a member of a small team of two within the overall new business and commission department.
the primary role will be the
Paraplanner
Our client requires a paraplanner with 12 -24 months experience within the ifa sector.the ideal candidate will be currently employed in a similiar role, providing sales support to business writers.
qualifications required are full fpa (or ideally afpc). must be computer literate with experience in research tools such as synaptics. also
Compliance Officer
Responsibility for oversight of the companys compliance with fsa conduct of business,in connection with sales and marketing,for investment business,mortgages,pure protection,general insurance and savings bank.reporting to the board in respect of that responsibility is delegated to the job holder.the job is a controlled function in respect of compliance oversight.
Training & Competence Supervisor
The purpose
as part of our clients training and competence team, to monitor and supervise the activities of rma’s and fpm’s to ensure compliance with the training and competence source book and internal standards for kpi’s and business quality.
- to identify t&c related training needs within the retail, direct and “back
Support Manager
Compliance and t&c officer role to be based out of south east,preferably based kent/sussex area.
ifa exposure would be preferable.
salary to mid 30s plus car allowance of circa £500 per month, home based role working outwards across region.
Mortgage Sales Consultants
Leading specialist remortgage intermediary.
position across the south esat and galsgow-edinburgh corridor
home based, all appointments made.2/3 appointments a day.no cold calling.mon-friday.
basic £25,000 company car laptop etc.bonus scheme based on £250 on every completion.4 weeks holiday rising to 5 after 2 years.
Sales Manager
Our client is a recognised financial services provider, and is always seeking experienced sales managers with demonstrable success in running teams of financial advisers. positions are available throughout the uk.
if you have a stable and successful track record - we invite you to send us your cv for consideration.
the salary
Compliance Consultant
Job purpose
to monitor, consult, advise and report on compliance with fsa regulations and internal rules/procedures. to help the business to achieve high standards of compliance.
key responsibilities
1.conduct advice quality monitoring, persistency investigations and risk based monitoring of training and competence in accordance with the clients department monitoring procedures
2.conduct quarterly risk assessments
Business Development Manager
Our client is seeking an experienced business development manager with the objective of identifying and developing business within ifas. this is a pure business development role - with the accent on business development rather than sales.
the position is home based, and the successful candidate will need to be
Mortgage Broker
It is essential that the successful candidate is cemap qualified, has a proven track record of providing the best advice within a regulated market along with the ability to assimilate and interpret. excellent analytical, organisational and administration skills are a must.
Paraplanner
Job summary:
to provide total paraplanning support to the directors responsible for individual wealth management.
to maintain, in respect of all client, introducer and internal matters complete confidentiality.
to directly manage, with the aforementioned directors and colleagues, individual wealth management client affairs, from new business through to annual servicing, including valuations, fee and
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