Financial adviser Work, Jobs in Worcester Wr5 (with Salaries)

T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
14d
IFA Administrator
Cap Resourcing Ltd —Worcester
- £30,000 - £34,000 a year
- Microsoft Outlook
- Communication skills
11h
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
13d
IFA Administrator
Brevere Group —Gloucester
- £30,000 - £40,000 a year
- Hybrid work
- Organisational skills
5h
Student Administrator
LD Training Services —Dudley
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
17h
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
9d
Financial Services Administrator
Odyssey Financial Planning Ltd —Cheltenham
- Up to £30,000 a year
- Overtime
- Hybrid work
- Basic maths
- Organisational skills
- Financial services
Quick apply
20h
Accounts and Advisory Manager
Hazlewoods —Cheltenham
- £53,000 - £63,000 a year
- Part-time
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Experienced Data Analyst
iPipeline —Cheltenham
- Full-time
- Data analysis skills
- SQL
- Analysis skills
8d
Wealth Planner - Wealth Management
Barclays —Birmingham
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
8d
IFA Administrator
Recruit Wealth —Droitwich
- £30,000 - £32,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
1d
Customer Service Adviser
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Paralegal
TLT —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
4d
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
9d
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Mortgage adviser
The Mortgage Brain —Gloucester
- IT
- Financial services
IFA Administrator
Recruit UK —Bromsgrove
- £26,000 - £31,000 a year
- Flexitime
- Sick pay
1d
Real Estate - Senior Associate (Development)
Higgs LLP —Brierley Hill
- Business development
Quick apply
Technical IFA Administrator / Junior Paraplanner
Haydn Fine Recruitment —Birmingham
- £34,000 - £38,000 a year
- Hybrid work
- Organisational skills
1d

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T&C Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
14 days ago

Benefits

Company pension

Full job description

T&C Administrator

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Key Responsibilities as our T&C Administrator will include:

Assisting with the IFA recruitment process, ensuring that all regulatory and internal requirements are satisfactorily adhered to in a timely manner
Assisting where necessary with the communications to recruitment candidates and Business Development on a regular basis
Ensuring that all necessary records are updated to reflect current recruitment status
Producing Management Information, where necessary, that is relevant to the duties undertaken
Collating regulated induction packs for staff and advisers and updating the relevant records

Supporting the in the co-ordination of the training system and assessment construction, including collation of results and exam MI

Working closely with the firm’s Training Manager to ensure that regulated training requirements for staff are met

Assisting with administering annual and on-going fit & proper checks for IFAs and other regulated staff: Personal Account Dealing, Gifts & Inducements, Credit checks, Assets & Liabilities updates

Assisting in the development of all Training & Competence regulatory templating and in the research of Personal Account Dealing queries

Ensuring that T&C records fully reflect the work conducted and are thorough and legible in nature

Conducting necessary due diligence on all 3rd party provider & introducer terms of business and submit for authorisation

Conducting RI contracts and introducer agreements once full due diligence has been completed and checked and to manage the process of the contract being put into force.

What we are looking for in our ideal T&C Administrator:

Good understanding of regulatory recruitment process and of FCA T&C requirements

Communicating effectively, ensuring that SLAs are adhered to

Delivery of accurate information to relevant parties.

Benefits of working for AFH Wealth Management:

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Compliance Administrator, get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

financial adviser jobs in worcester wr5

T&C Administrator

IFA Administrator

Paraplanner

IFA Administrator

Student Administrator

Existing Relationship Adviser

Financial Services Administrator

Accounts and Advisory Manager

Experienced Data Analyst

Wealth Planner - Wealth Management

Personal Wealth Adviser

IFA Administrator

Customer Service Adviser

Paralegal

New Client Adviser

Senior Technical Paraplanner

Mortgage adviser

IFA Administrator

Real Estate - Senior Associate (Development)

Technical IFA Administrator / Junior Paraplanner

I want to receive the latest job alerts for financial adviser in worcester wr5

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