Investment Support Manager

1 week ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
Compliance and Advisory Professional

Bond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Compliance and Advisory Professional to join their team on behalf of a prominent IFA practice in Cheshire.

In this critical role, you will be responsible for ensuring that all client interactions and activities are conducted in accordance with relevant regulations and firm policies.

  • Evaluate client files to identify potential compliance issues and provide proactive solutions to mitigate any risks.
  • Develop and maintain comprehensive knowledge of regulatory requirements, including the Financial Services and Markets Act 2000 and relevant FCA rules.
  • Collaborate with colleagues to develop and implement effective risk management strategies.
Essential Skills and Qualifications:
  • An understanding of the Financial Planning process and ability to work within agreed business processes.
  • Broad knowledge and enthusiasm for the financial services industry, with a high level of technical knowledge about financial products and services.
  • Excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues and clients.

This challenging opportunity offers a competitive salary package of £38,000 - £48,000 per annum, depending on experience, plus excellent benefits and opportunities for career growth.



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