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

Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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Our client, a well-established, successful wealth management business are seeking to hire an experienced Paraplanner for an initial 6 month contract Job Requirements: Provide technical support to the Investment Managers Review of existing files Liaising directly with the Investment Managers to present files for final sign off Skills/Experience Previous Paraplanning experience, within a Wealth mana...
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Our client, a national financial advice business are looking to recruit a Head of Business Standards to coordinate and oversee the management and supervisory activity in place within the business to ensure the efficient delivery of good outcomes for their customers. This will be for an initial 6 month contract. Key responsibilities: Delivery of appropriate system and control changes related to the...
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