11 Paraplanner Compliance Jobs in Coventry
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Paraplanner, Coventry (NT-2032) coventry, england, United Kingdom Maintaining accuracy of client information and assisting with the on-going management of the client Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients... 27 days ago
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Financial Adviser Premier Jobs UK - CV34, Longbridge, Warwickshire, United Kingdom Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty... £50000 - £75000/annum Plus, IFAs will receive holiday pay 26 days ago
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SSAS Administrator, Leicester (JR-1903) leicester, england, United Kingdom Carry out other routine administration tasks identified below and deal with client queries within field of expertise/ range of authorisation. Set up new SSAS in a timely fashion, using a diary system,... 22 days ago
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SIPP Accounts Manager, Leicester (JR-1902) leicester, england, United Kingdom To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining... 22 days ago
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Financial Adviser, Birmingham (BW-2013) birmingham, england, United Kingdom Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures. Carry out client reviews in accordance with individual Client Agreements and firm’s On-going... More than 30 days ago
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Pensions Administrator (SIPP / SSAS) (JR-1842) leicester, england, United Kingdom Responsible for the day-to-day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration and other Senior Managers. Responsibilities include: Customer... More than 30 days ago
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Trainee Financial Planner, Leicestershire (JR-1931) leicester, england, United Kingdom They strive to recruit, develop, and retain individuals who share their vision and values, who wish to develop themselves and further their career in the Financial Services industry. Ensure the completion... More than 30 days ago
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Investment Accounts Executive, Leicester (JR-2017) leicester, england, United Kingdom Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods – phone, letter, e-mail, etc. With AUM in excess of £1bn, this award-winning... More than 30 days ago
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Junior IFA Administrator, Leicester (JR-1956) leicester, england, United Kingdom General administration includes but not limited to; mail merges, scanning, collating annual review packs and key documentation. Maintain accurate and up-to-date records of client information and financial... More than 30 days ago
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Pension Administrator, Leicester (JR-2028) leicester, england, United Kingdom Clever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management. Manage and maintain the company’s database daily to maximise its full potential... More than 30 days ago
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