Posted by IDEX Consulting Ltd • £25K/yr to £28K/yr
We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath.
This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.
This company is known for its supportive culture and dedication to the professional development of its team.
An exciting opportunity has arisen to join a busy Dealership as a Service Advisor in Bath on a temporary basis
Previous experience in a Service Advisor position is essential, as you will be the first point of contact for the Service Department and as such you need to have an excellent level of communication and presentation.
Hourly rate between £20.00 and £22.00 per hour - 45 hours per week
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Purpose of Role: To provide administration support to the Corporate Financial Planners and assist the team with day-to-day client administration, whilst delivering excellent service to clients.
My client is a well-known IFA and Employee Benefit firm in the heart of Bath, based in stunning offices, they seek an administrator to join their Employee Benefit team.
In return training and full support is given plus a good starting salary with genuine career progression prospects and benefits in return.