Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner/Client Liaison Manager

Cavendish Maine Recruitment
Job LocationExeter
EducationNot Mentioned
Salary40,000 - 45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A small, friendly financial planning firm situated in the heart of Exeter are looking for an experienced Client Liaison Manager to join their team. This role will encompass Paraplanning and compliance functions and would suit someone looking for more varietyand responsibility.As a business they look to enable personal developmentand reward effort within a professional but friendly working environment with ongoing opportunities to progress.

  • To provide technical and paraplanning support to the firms advisers.
  • To support the Compliance Manager in ensuring the firm operates in a compliant manner. This will include assisting with maintenance of records for the firmwide Systems and Controls and T&C functions.
  • To provide cover for the Practice Manager in their absence.
  • To assist with compliance checking and follow-up on client files, where necessary.
  • To assist with the preparation of Management Information Reports.
  • To prepare letters, reports and emails as required.
  • To ensure that client files and records are accurate and up to date. Identify and investigate any anomalies in the information held on file in either or both formats.
  • To produce illustrations, process applications and administer existing business within agreed timescales whilst maintaining high levels of accuracy, making full use of online portals and product providers intranets.
  • To assist in preparation of files for client meetings,
Key Skills/Experience Required:The ideal candidate will be an experience Paraplanner looking to step up and take on more responsibility. An ability to demonstrate strong technical knowledge and a solid understanding of FCA regulations would be advantageous.Salary/Benefits Information:Up to £45K dependant on experience and qualifications.21 days holiday + Bank HolidaysIncome protection coverContact: Karen CumminsReference: KC/23889Candidate care:By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contactedfor other suitable vacancies. If you do not want us to do this, please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.

APPLY NOW

Paraplanner/Client Liaison Manager Related Jobs

© 2019 Naukrijobs All Rights Reserved