JJ Search Ltd

The Role: The Facilities Manager will be experienced and commercially focused to lead the delivery of facilities management services across a selection of offices throughout Northern England travel will be required. This role is working for a Financial Services firm. The Facilities Manager will be responsible for ensuring the office work spaces remain safe, compliant, efficient, and fit for purpose click apply for full job details

The Company: Our client is a highly recognised Private Bank specialising in investment, institutional asset management & private wealth management The Role: The Credit Risk Manager will monitor daily Lombard and insurance policy shortfalls through the monitoring tool and will breach report, liaising with Relationship Managers to obtain action plans and deadlines by which any shortfalls will be fixed click apply for full job details

The Company: A leading Private Bank with a focus on servicing and advising high net-worth private clients and is a premium brand in global Wealth Management. The Role: The Operational Risk Manager will be responsible for supporting and maintaining the Banking Risk Management Framework to ensure all risks are identified, monitored, managed, reported and, where necessary, and mitigated click apply for full job details

The Company: A highly respectedandprofessionalWealth Management firmwithambitiousgrowthplans. The Role: The Junior Investment Manager will working closely with a Senior Investment Manager and will be responsible for the provision of investment management support to Investment Managers and their clients click apply for full job details

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners click apply for full job details

The Client A well-established Wealth Management firm. The Role This is a fantastic opportunity for to join a highly credible Wealth Management company working in their Manchester office. The Financial Advice Assessor will be Level 4 Qualified undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements click apply for full job details

The Client A well-established Wealth Management firm. The Role This is a fantastic opportunity for to join a highly credible Wealth Management company working in their Newcastle office. The Financial Advice Assessor will be Level 4 Qualified undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements. The Financial Advice Assessor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the Wealth Management firms advice quality. The Financial Advice Assessor is to carry out suitability assessments on a range of products such as Pensions, Investments and High Risk products. The Financial Advice Assessor will review and grade the quality on all product areas providing clear feedback in a timely manner. The Financial Advice Assessor is expected to support Financial Planners whilst improving on their level of advice and building on moral within the firm. The Financial Advice Assessor will communicate and escalate when necessary to Planners and raise training needs where appropriate to the T&C Team. The Financial Advice Assessor will avert foreseeable harm to clients in line with the requirements of Consumer Duty, whilst working alongside the Advice Quality team to ensure a consistent level of advice quality. The Financial Advice Assessor will ensure any reporting requirements are completed in a timely manner, as well as bringing ideas to the table to improve work projects and processes. The Candidate Level 4 compliant (Financial Planning Diploma or IAD) in Financial Services Must have experience performing a similar quality/file reviewing, Quality Assurance, Suitability or T&C role. Knowledge of Pension transfers, investment advice from a Financial Planning perspective. CII Award in Regulated Pension Transfer Advice or working towards is preferred. JBRP1_UKTJ

The Client A well-established Wealth Management firm. The Role This is a fantastic opportunity for to join a highly credible Wealth Management company working in their Newcastle office. The Financial Advice Assessor will be Level 4 Qualified undertake file reviews to make sure the Wealth Management firm is providing a high quality level of advice in line with internal policies and FCA requirements click apply for full job details

The Company: Awellrespectedandprofessionalfinancialplanning/ wealth management firmwithambitiousgrowthplans. The Role: The HR Analyst will work within a highly regarded Wealth Management firm and will support the Training & Competency (T&C) Manager by developing the functionality in Learning and Development Systems to support training and competence and the Senior Manager & Certification regime (SM&C click apply for full job details

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners click apply for full job details

The Company: Our client is a boutique wealth management company, highly recognised with a fantastic reputation. The Role: The Assistant Portfolio Manager will contribute written and verbal investment communication for benefit of our external and internal clients and contribute investment analysis and strategy and contribute to the operation of managing portfolios via implementation of trades click apply for full job details