Jobs: review fpc

We are looking for strong Complaints review officers to assist the resolution of regulatory complaints for a leading global bank, specifically relating to the misselling of endowment, investment, pensions and any other type of regulated complaint.This is a long term piece of work and you could be contracting here for a long time.The role holder will ensure that all complaint cases are dealt with within fsa requirements, fos guidelines. They are also responsible for calculating levels of redress or compensation and evaluating levels of goodwill payments as appropriate. They must ensure that any offers of compensation are within agreed discretionary limits or gain the appropriate sign-off.The ideal candidate will have recently worked in a financial services environment on investment complaints.Excellent verbal and written communication is requiredFull Financial Planning Certificate (fpc 1, 2 & 3) or Certificate for Financial Advisors (cefa) would be required.Aston Carter Ltd is

15 day, 23 hour ago   www.technojobs.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners. Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Much of your target client base will be in and around Bath while some travel as far south as Dorset will be required. Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent and will ideally be studying towards your diploma, which the company will support you through. You will have

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners. Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Much of your target client base will be in and around Guildford so travel will be required. Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent and will ideally be studying towards your diploma, which the company will support you through. You will have held cas in the last 12

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners. Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Much of your target client base will be in and around Guildford so travel will be required. Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent and will ideally be studying towards your diploma, which the company will support you through. You will have held cas in the last 12

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Much of your target client base will be in and around Bath and Bristol so travel will be required. Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent and will ideally be studying towards your diploma, which the company will support you through. You will have held cas in the last

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners. Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Much of your target client base will be in and around Bath while some travel as far sounth as Dorset will be required. Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent and will ideally be studying towards your diploma, which the company will support you through. You will have

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Paraplanner Cheshire upto £25k + benefits An excellent opportunity has arisen with an ifa practice based in South Cheshire. Your duties will involve the following: * Preparation of financial planning and investment report * Preparation of Trust Deeds * Conducting research and obtaining quotations * Preparing investment portfolio application packs * Submitting and tracking new business * Preparing annual performance reviews of client portfolios * Liaising with clients, solicitors and barristers on the telephone and by post * Attending client meetings with Director as and when required * General file management and administration. The candidates must be proficient with Word, Excel, the internet and emails. The successful candidate must be fully fpc qualified and worked within an ifa practice. Also ideally working towards the diploma qualification in financial services

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Paraplanner Cheshire upto £25k + benefits An excellent opportunity has arisen with an ifa practice based in Crewe. Your duties will involve the following: * Preparation of financial planning and investment report * Preparation of Trust Deeds * Conducting research and obtaining quotations * Preparing investment portfolio application packs * Submitting and tracking new business * Preparing annual performance reviews of client portfolios * Liaising with clients, solicitors and barristers on the telephone and by post * Attending client meetings with Director as and when required * General file management and administration. The candidates must be proficient with Word, Excel, the internet and emails. The successful candidate must be fully fpc qualified and worked within an ifa practice. Also ideally working towards the diploma qualification in financial services

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Paraplanner Stoke on Trent upto £25k + benefits An excellent opportunity has arisen with an ifa practice based in Stoke on Trent. Your duties will involve the following: * Preparation of financial planning and investment report * Preparation of Trust Deeds * Conducting research and obtaining quotations * Preparing investment portfolio application packs * Submitting and tracking new business * Preparing annual performance reviews of client portfolios * Liaising with clients, solicitors and barristers on the telephone and by post * Attending client meetings with Director as and when required * General file management and administration. The candidates must be proficient with Word, Excel, the internet and emails. The successful candidate must be fully fpc qualified and worked within an ifa practice. Also ideally working towards the diploma qualification in financial services

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk

Organisation Description Our client, a well-established mutual society which provides specialist financial planning to a variety of professional industries, has a vacancy due to expansion for an ambitious financial consultant who is able to develop relationships from scratch and feel comfortable advising high earners. Job Description This multi-tied,  home-based role pays a highly competitive salary and involves giving presentations on a range of regulated products after introductions are made by this unique organisation. You will then book individual appointments with high net worth individuals on the back of these and complete a thorough financial review. Your Client bank will be around Gloucestershire encompassing areas such as Bristol, Tewkesbury and Wiltshire.  Person Specification Talented and ambitious, you will be fully fpc qualified or equivalent with 3+ years experience and will ideally be studying towards your diploma, which the company will support you

1 year, 8 month, 8 day, 23 hour ago   reed.co.uk