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

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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office in Reading. Job responsibilities: Produce client facing reports to support findings Establish a thorough understanding of each client's individual circumstances, objectives, experience and attitude to risk to ensure any advice is appropriate Work closely with the administration team enabling you to f...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office in Reading. Job responsibilities: Produce client facing reports to support findings Establish a thorough understanding of each client's individual circumstances, objectives, experience and attitude to risk to ensure any advice is appropriate Work closely with the administration team enabling you to f...
full job description
Exchange Street are currently working with an established National Wealth Manager who are looking to recruit an experienced Compliance Manager to work within their UK Acquisitions team. Responsibilities will primarily involve the monitoring and management of risks within the UK acquisition businesses and the development of systems and controls to provide assurances to all key stakeholders. You wil...
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