Financial services regulation jobs in United Kingdom

At Tessa Alliance our goal is to become one of the leading health insurance intermediaries in the UK dedicated to simplifying the path to comprehensive healthcare coverage. We are a new intermediary with huge potential so this is an exciting time to be joining our team. We specialise in navigating the intricate landscape of health insurance options, ensuring our clients receive personalised, transparent, and expert guidance. Our experienced team is committed to providing tailored advice that prioritise the well-being of our clients. By offering clarity, ethical practices, and responsive service, we serve as a trusted ally in securing optimal health insurance coverage. Our work environment includes: Modern office setting Work-from-home Growth opportunities Company Days out Ongoing incentives Friendly sales office environment Responsibilities: - Provide exceptional customer service and advice to clients seeking insurance coverage - Assess clients' insurance needs and recommend appropriate policies - Explain coverage options, understand clients needs and budget and recommend accordingly. - Assist clients in completing insurance applications and forms accurately (If required) - Maintain accurate client records and documentation via our CRM system - Stay up-to-date with industry trends and changes in insurance regulations Qualifications: - Proven experience in the Health insurance industry (Required) - Excellent communication and interpersonal skills - Ability to build rapport and establish trust with clients - Detail-oriented with strong organisational skills - Able to work way round CRM system. - Ability to work independently and as part of a team Benefits: - Competitive salary and bonus scheme - Potential for personal growth within the company. - Professional development opportunities Join our dynamic team as a Health Insurance Broker. As a key player in our organisation, you will assist clients in navigating the complex landscape of health insurance options, offering expert guidance and personalised solutions. Your role involves evaluating individual needs, providing in-depth policy information, and ensuring clients make informed decisions with a commitment to transparency and ethical practices, you'll contribute to a positive and supportive environment focused on delivering the best in health insurance services. If you're passionate about making a difference in people's lives and thrive in a collaborative setting, we invite you to be part of our team. You will be given full training on all the products and call structure etc. so your ready to go from day one. If your interested in taking that next step in your career please get in touch. Job Types: Full-time, Permanent Pay: £32,500.00 per year Benefits: Company events Company pension Free parking Life insurance On-site parking Referral programme Schedule: Flexitime Monday to Friday Supplemental pay types: Bonus scheme Commission pay Performance bonus Experience: Insurance sales: 1 year (preferred) Financial services: 2 years (required) Sales: 2 years (required) Ability to Commute: Uxbridge (required) Work Location: Hybrid remote in Uxbridge

Are you an experienced Paraplanner seeking a rewarding role within a leading IFA practice? Can you commute to Southport? ARR Talent is partnering with a prominent mid-sized IFA practice who going through an exciting expansion phase. We are currently seeking a technically strong Paraplanner to join their small Paraplanner team. This role presents an exciting opportunity to play an integral role within the firm and contribute significantly to achieving exceptional client outcomes. You will be working towards or have achieved Level 4 Diploma qualification and be a career Paraplanner. You will have a passion for high-quality advice and an ability to think outside the box. Skills and experience: We're seeking an individual who thrives on the technical and forensic aspects of Paraplanning. You will be joining an experienced team of Independent Financial Advisers plus two trainee Advisers, therefore, our new Paraplanner will have a very important role to play and will be valued as such. We are looking for an individual with the same client-focused outlook as ours and who has the technical knowledge, qualifications, and experience to make a valuable contribution to client outcomes. The practice focuses on providing holistic financial advice to individual and corporate clients primarily across the North West. They have a very strong Employee Benefits offering creating additional avenues for high-net-worth and more complex financial planning opportunities. Key responsibilities: · Collating client data to provide a detailed client overview. · Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide a basis for research and solutions. · Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield. · Assistance in the production of Suitability Letters. · Responsibility for ensuring the Client’s Compliance file is complete and correct for checking by the Compliance Manager. · Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options. · Attending client meetings, note taking and action point noting to be delegated to the administration team. · Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations. · Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C. · Working with other Professional Advisers to collate client information and assist in the holistic advice process. · Coordinating the administration function to ensure activities are completed accurately and within agreed timescales. · All other proactive activities to support the advice process and to support the compliance team. In addition, your skills and experience will help you to: Demonstrate excellent communication skills with both internal and external stakeholders. Maintain confidentiality and show tact and empathy with clients and team members. Showcase a high level of IT competency and confidence in using various software. Embody a positive, motivated, and team-oriented attitude. Salary and benefits: Basic salary up to £35,000 dependent on experience. Comprehensive employee benefits package and Employee Value Proposition. Opportunities for professional development and support in achieving Chartered Status. Generous holiday allowance plus all bank holidays. Company supported staff and charity events. The next step If you are an experienced Paraplanner and considering your career options, we want to hear from you. Please get in touch and click "APPLY" today! About ARR Talent: As a specialist Financial Services recruitment company, we bring unique expertise, industry insights and connections, whether you are looking for a new opportunity or want to recruit great talent into your business. At ARR Talent we value the importance of communication, transparency and follow-up and we focus on delivering only high-quality, qualified candidates to our clients. We look forward to starting your journey with you!