Are you a driven individual with a passion for customer service and a desire to grow within the financial services industry?
This is your chance to work with a leading financial services firm that specialises in mortgages and protection, helping clients secure their future with the right advice.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Liaising with other finance teams to ensure the accurate and timely drafting and preparation of bills.This role is based in either our Glasgow or Edinburgh office and will require some travel in-between offices.
Our busy Billing Team is looking for a Billing Administrator to join a central finance resource supporting partners in dealing with pre/post-billing related administrative activities.
About the role
You'll be monitoring Partner & client portfolio of bills issued and ensure bills are dispatched within the firms policy timeframe.
What about a rewarding role within a well-known Financial Services company that cares about their customers and supports them in their moments of need?
Our client is offering the opportunity to join their business on a temporary 6 month contract.
How would you like to work within a specialist department combatting Fraud and Scams that affect vulnerable customers every single day?
Is there a role to rival 'miscellaneous corporate broking' in terms of both complexity and variety in the regional broking market?
"Our client could be a Local Authority with tens of millions of pounds worth of art hanging on the walls of the town hall, a University with a patent on cutting-edge technology, a fire service needing Airside Liability to respond to aviation disasters, or a
Police authority with safe houses and covert motor fleets that are so secret that their insurers can't know even the most basic details", so says the manager of this global broker's Public Sector & Education Practice when making a compelling argument to the contrary!
Posted by IDEX Consulting Ltd • £65K/yr to £80K/yr
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio whilst continuing to deal with your own connections.
Award-winning Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Chartered IFA to join their team.