Independent Financial Advisor
16 hours ago
About the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international actuarial and pension trustee firms, to advise former UK pension members, now resident overseas, in respect of enhanced transfer value offers being made available to them.
Provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons and the relevant FCA rules at all times
Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
Provide financial review services to existing clients in a timely manner and in accordance with the firm’s procedures
Maintain all standards of performance as required by the firm
A competitive salary and bonus package is on offer for the successful candidate so please apply today and we call you to discuss the role in more detail.
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Independent Financial Advisor
16 hours ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
20 hours ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
20 hours ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
18 hours ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
1 day ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
14 hours ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
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Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Independent Financial Advisor
1 day ago
Ellesmere Port, United Kingdom Bond Rec Full timeAbout the Company: Our client is an international provider of financial services with offices in strategic global locations, they are urgently seeking an Independent Financial Adviser or Pension Transfer Specialist to work from their Head Offices in Ellesmere Port. Our client has long term, fixed fee contracts with a number of well-known international...
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Financial Advisor
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Financial Consultant
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Financial Consultant
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Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full timeFinancial Advisor Role at Ortus PSR We are seeking a highly skilled and experienced Financial Advisor to join our team at Ortus PSR, a leading wealth management firm. As a Financial Advisor, you will be responsible for providing expert advice to our clients on their financial matters, including pension transfers, investments, and wealth management. About the...
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Financial Consultant
2 weeks ago
Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full timeFinancial Advisor Role at Ortus PSR We are seeking a highly skilled and experienced Financial Advisor to join our team at Ortus PSR, a leading wealth management firm. As a Financial Advisor, you will be responsible for providing expert advice to our clients on their financial matters, including pension transfers, investments, and wealth management. About the...
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Financial Consultant
1 week ago
Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full timeFinancial Advisor Role at Ortus PSR We are seeking a highly skilled and experienced Financial Advisor to join our team at Ortus PSR, a leading wealth management firm. As a Financial Advisor, you will be responsible for providing expert advice to our clients on their financial matters, including pension transfers, investments, and wealth management. About the...
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Financial Consultant
1 week ago
Ellesmere Port, Cheshire, United Kingdom Ortus PSR Full timeFinancial Advisor Role at Ortus PSR We are seeking a highly skilled and experienced Financial Advisor to join our team at Ortus PSR, a leading wealth management firm. As a Financial Advisor, you will be responsible for providing expert advice to our clients on their financial matters, including pension transfers, investments, and wealth management. About the...
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