We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy and directly advise the owners and management teams leading them.
Red Recruitment is recruiting temporary Customer Advisors to being working immediately (Tuesday 21st) for a high-profile, high-quality Customer Service Centre.
They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
We are seeking a dedicated and customer-oriented individual to join our team as a Customer Service Advisor on a temporary basis.
As a vital member of our team, you will play a crucial role in maintaining our reputation for exceptional customer service.
In this role, you will be responsible for providing high-quality assistance to our clients, addressing their inquiries, and resolving their concerns in a timely and efficient manner.