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Financial roles...

Our latest financial roles can be found below - for full details of each role simply click on more info.

Financial Services Director Data Input Clerk
Deputy Supervisor Administrator
Compliance Manager Financial Planner
Telephone based Financial Planner Trainee Financial Planner

 

Financial Services Director

Job description

This role requires proven sales management experience for at least 2 years, Cemap or MAQ, Full FPC and excellent communication skills. You will have overall responsibility of ensuring all areas of training, compliance and competence are met within FSA Guidelines. You will be required to motivate, develop and train the Financial Services staff and will be responsible for the recruitment of new staff and referencing requirements.

more info

 

Data Input Clerk

Job description

An eye for accuracy is essential in this role to ensure that all new business and alteration information is applied and updated accurately. Good organisational skills are essential, together with knowledge of Microsoft Access software.

more info

 

Deputy Supervisor

Job description

This position requires Cemap or MAQ qualifications together with compliance knowledge. You will be required to act as Deputy Supervisor to Mortgage Advisers and assist other supervisors in ensuring compliance regulations are met. A varied and interesting role supporting both the compliance manager and Financial Services Director in all areas of their role.

more info

 

Administrator

Job description

A role suitable for an experienced administrator with good IT knowledge and typing skills. You will fully support the Financial Services Department in all administrative tasks, to ensure the achievement of their targets.

more info

 

Compliance Manager

Job description

This role requires good communication skills, Cemap or MAQ qualifications, compliance knowledge and a current driving license. You will be responsible for overseeing financial planners to ensure all areas of compliance are met. You would also act as a deputy to the Financial Services Director for all areas of his role. An excellent opportunity for a qualified financial adviser who wishes to change direction into the compliance areas of the business.

more info

 

Financial Planner

Job description

You will require legislation knowledge including CCA, DPA and FSA together with Full FPC, MAQ or Cemap Bridge or Full Cemap qualifications. You will need to have good sales ability to enable you to achieve agreed targets and work closely with other members of staff.

more info

 

Telephone Based Financial Planner

Job description

An ideal role for a fully qualified Financial Planner with excellent telephone selling skills. Being office based you will be required to work closely with the FS Director and Supervisors in achieving targets, by ensuring all mortgage applications are packaged in accordance with company guidelines and chased to offer and exchange.

more info

 

Trainee Financial Planner

Job description

You will be required to work towards Cemap 1, 2 and 3 qualifications to enable you to progress to a qualified Financial Planner. Full support will be given during your training period to ensure you provide the best advice for mortgage and financial services products to all potential customers, whilst ensuring all compliance regulations and procedures are followed.

more info

 

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