Paraplanner Compliance Jobs in Cardiff

cardiff, wales, United Kingdom

Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products. Analyse information and present Financial Plans best suited...

from: jobleads.co.uk - More than 30 days ago

cardiff, wales, United Kingdom

Are you an experienced IFA Administrator looking to join a dynamic and client-focused financial planning firm with a fantastic company culture? This role offers the perfect opportunity for an ambitious...

from: jobleads.co.uk - More than 30 days ago

weston-super-mare, england, United Kingdom

Subject to relevant experience, become a member of the business' Investment Committee by demonstrating a working knowledge and interest in the Investment arena Demonstrate the ability to generate new sources...

from: jobleads.co.uk - More than 30 days ago

weston-super-mare, england, United Kingdom

Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested...

from: jobleads.co.uk - More than 30 days ago

bridgend, wales, United Kingdom

This opportunity would suit an enthusiastic and confident individual who has a strong track record in sales, account management and relationship building. Communication skills is a prerequisite. You will...

from: jobleads.co.uk - More than 30 days ago