WESTMINSTER WEALTH MANAGEMENT LLP

Responsibility

• other ad hoc compliance support within the business
• responsibility for the annual review of the firms policies and procedures
• ensuring the FCA register is maintained and updated

Requirements

• share our core values
• previous work in compliance or regulatory oversight with the financial services/wealth management industry
• we are looking for someone with a financial planning or wealth management background
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• able to interact with internal and external stakeholders in a confident and professional manner
• excellent people skills, confident and good at building and maintaining relationships
• attention to detail and time management skills
• be able to work on multiple tasks at the same time
• good report writing skills
• excellent attention to detail and time management skills
• able to work on multiple tasks at the same time
• A self-starter with a can-do attitude
• good team player
• progress towards or holding CII Diploma or equivalent
• excellent IT skills
• outstanding written and oral communication skills
• we are looking for a self-starter with a can-do attitude

Earnings for position compliance officer

Requirements

• financial Advice
• financial Planning
• financial Services
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• wealth Management
• independent Financial Advice
• chartered Financial Planner status
• the role would suit a positive, energetic individual, comfortable developing trusting client relationships, working with initiative and taking responsibility
• currently working as an adviser with experience gained working within a UK financial services
• ability to build upon existing strong client relationships
• unrestricted rights to work in the UK
• we have a rare opportunity to carve out an exceptional career as a financial planner taking responsibility for a high net-worth client bank
• would you like to take control of your career in a supportive and entrepreneurial environment advising and servicing existing clients?

Earnings for position planner

Requirements

• paraplanning
• financial Planners
• certified Financial Planner
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• demonstrable experience in a paraplanning / technical role within financial planning or wealth management
• chartered Financial Planner status
• understand the regulatory framework, ethics and principles of the advice process
• unrestricted rights to work in the UK
• the role would suit a positive and energetic paraplanner with an empathetic approach, comfortable developing trusting client relationships, working with initiative and taking responsibility

Earnings for position senior paraplanner

Responsibility

• A variety of responsibilities keep things interesting and your knowledge and abilities in planning events, designing collateral, and making sure the rest of our team stick to the branding will be integral

Requirements

• marketing: 1 year