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Talent84 Ltd
Newcastle Upon Tyne
Onboarding Supervisor Financial Services, Newcastle-upon-Tyne Salary circa £27,500 (negotiable DOE) and OTE circa £50,000 per annum Talent84 is delighted to once again be supporting our award-winning fintech client with their search for an Onboarding Supervisor to join their Technical Planning team. This is an exciting opportunity for an enthusias
Job Source: Talent84 LtdTalent84 LTD
Lemington, Newcastle upon Tyne
Onboarding Supervisor – Financial Services, Newcastle-upon-Tyne Salary circa £27,500 (negotiable DOE) and OTE circa £50,000 per annum Talent84 is delighted to once again be supporting our award-winning fintech client with their search for an Onboarding Supervisor to join their Technical Planning team. This is an exciting opportunity for an enthus
Job Source: Talent84 LTDIDEX Consulting Ltd
Newcastle Upon Tyne
Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an On-boarding Supervisor.Responsibilities: Training and on-boarding of new advisers Providing insight and support on the regulated advice process Assist in formal adviser introduction course Assessing and reporting on adviser competency Requ
Job Source: IDEX Consulting LtdSearch
Newcastle Upon Tyne
Administrator - Financial Services Newcastle City Centre | office based role Full time role | Monday to Friday | 9:00am to 5:00pm Salary up to £25,000 + benefits Fixed Term Contract role until end of 2024 | potential for extension Search are currently working with a top Financial Services business based in Newcastle to recruit a number of Admin
Job Source: SearchIDEX Consulting Ltd
Sunderland
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advise
Job Source: IDEX Consulting LtdRobinson Financial Careers
Sunderland
An exciting opportunity has just been created for an administrator to join a national professional services firm at their Doxford International Business Park location. Experience of working in financial services is preferred, but administrators from other industries will be considered. Role Summary General Administration - supporting Paraplanners
Job Source: Robinson Financial CareersBaxterStorey
Durham
Company Description Title: Service Supervisor Location: Prestigious new site The Story at Mount Oswald Salary: £13.00 an Hour Hours:5 over 7 days, 8am - 5pm with a flexible approach. Benefits: 28 Days holiday including bank holidays Plus your birthday off 3 volunteering days 3 days grandparent leave 24 weeks' enhanced maternity leave Secondary ca
Job Source: BaxterStoreySearch
Newcastle Upon Tyne
Operations Administrator - Financial ServicesNewcastle City Centre | office based roleFull time role | Monday to Friday | 9:00am to 5:00pmSalary up to £28,000 + benefitsFixed Term Contract role until end of 2024 | potential for extensionSearch are currently working with a top Financial Services business based in Newcastle to recruit a number of Adm
Job Source: SearchNewcastle Upon Tyne
Onboarding Supervisor - Financial Services, Newcastle-upon-Tyne
Salary circa £27,500 (negotiable DOE) and OTE circa £50,000 per annum
Talent84 is delighted to once again be supporting our award-winning fintech client with their search for an Onboarding Supervisor to join their Technical Planning team. This is an exciting opportunity for an enthusiastic professional to join one of the UK’s leading wealth management companies to support with the training and onboarding of new advisers. The successful candidate with hold the Level 4 Diploma in Regulated Financial Planning or at least be working towards this qualification. A background in training and competency would be highly advantageous.
Responsibilities
Manage the end-to-end onboarding process for new clients, ensuring a smooth transition from sales to implementation
Serve as the main point of contact for clients during the onboarding process, addressing any questions or concerns
Coordinate and schedule training sessions for clients, ensuring they are equipped with the knowledge and tools to effectively use our products and services
Provide regular updates and reports to management on the status of client onboarding
Providing insight and support on the regulated advice process
Assist in delivery of formal adviser introduction course
Conduct thorough assessments and report on adviser competency
Ensure all advisers are competent, compliant and meeting company standards and procedures
Requirements
Ideally hold Level 4 in Regulated Financial Planning, partially qualified considered if working towards obtaining full diploma
Have a robust understanding and knowledge of investment products and taxation
Demonstrable experience in Financial Services, particularly with a regulated advice environment
A background in Training and Competence would be highly desirable
Have excellent communication skills with the ability to deliver clear technical support to advisers
Onboarding Supervisor Financial Services jobs in Newcastle Upon Tyne
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