“financial advisor”, “independent financial advisor”, “ifa” jobs at Huntswood

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Huntswood is looking for is a team of experienced pension reviewers to support our client in Hitchin on this 12-month contract. Role overview: Working within a fast-paced environment, you will be reviewing and remediating issues with pension policies, updating pension record systems and communicating the results to customers. Required skills and experience include: Demonstrable pension review expe...
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Huntswood - London, London (5 hours ago)
Our client, a well established financial planning business are looking to hire a Client Support Associate to sit in a brand new role supporting one of the most senior Financial Planners in the office. Role responsibilities: Provide pre and post advice support including research, illustrations and the provision of meeting reports Process new business ensuring it meets the standards set by the busin...
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Our client, a leading financial advice business are looking to recruit a Client Service Team Leader to lead a team of 10 on a full time, permanent basis. Job responsibilities: Provide a high level of administrative support to a team of 5 Client Service Associates (administrators and client support) and 5 Paraplanners Day to day running of the office including local recruitment, training, 1-2-1s an...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Harrogate. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Harrogate. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Our client, a leading provider of Private Wealth Planning services has an immediate opening for a Regional Compliance Manager to join the business. The Regional Compliance Manager will be responsible for supporting the Compliance department in the delivery of the Training and Competence framework across the business. The Regional Compliance Manager will work with Financial Planners, Regional Devel...
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Our client, a leading provider of Private Wealth Planning services has an immediate opening for a Regional Compliance Manager to join the business. The Regional Compliance Manager will be responsible for supporting the Compliance department in the delivery of the Training and Competence framework across the business. The Regional Compliance Manager will work with Financial Planners, Regional Devel...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Salisbury. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Huntswood - London, London (6 days ago)
Our client, a well established financial planning business are looking to hire a Client Support Associate to sit in a brand new role supporting one of the most senior Financial Planners in the office. Role responsibilities: Provide pre and post advice support including research, illustrations and the provision of meeting reports Process new business ensuring it meets the standards set by the busin...
full job description
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