Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Posted by Robinson Financial Careers • £25K/yr to £50K/yr
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
Posted by Robinson Financial Careers • £33K/yr to £50K/yr
In the role of Financial Adviser, you will be part of our growing remote advisory team.
Potential clients will be introduced via a contact centre team and group advisory channels.
One of the most dynamic Chartered Wealth Management Firms in the UK is looking to grow their remote financial advice team at their offices in Doxford International Business Park.
You will be responsible for the execution of the operational and back-office support tasks required to administer the delivery of timely and compliant payroll services, credit control and finance administration, as well as generally contributing to the effective running of the organisation.
We have an excellent opportunity to join the team here at Zenith People.