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Posted 6 days ago by Integro Partners
As a Paraplanner, you will play a crucial role in supporting the director and high net worth clients by preparing suitability reports, conducting technical research, and ensuring compliance with internal and legislative obligations. Key Responsibilities. Prepare suitability reports for a … more
Posted 20/05/2024 by Heat Recruitment Ltd
This role could lead to a team leader position or progression down the advisory or compliance path. Going to be a very key role within the business, as the person chosen will be working closely with the Managing Director and two other IFAs. Within the role, you will get to sit in on … more
Posted 6 days ago by Morton Michel Ltd
Work collaboratively with our Compliance and Agency teams to ensure all regulatory components of relationship management are achieved.. Develop and implement strategies to enhance lead generation and opportunity conversion. Collaborate with the Morton Michel team to identify and address … more
