You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
As a Customer Service Advisor you are the first point of contact.
Providing maternity cover for 12 months.
This is an exciting opportunity for an experienced Customer Service Advisor to join the UK's leading Accident and Collision Repair specialists in our increasingly busy site in Plymouth.
Our client is recruiting for an experienced financial adviser to join a highly skilled and supportive team to give advice to an existing client bank as well as new incoming enquiries and working with the existing mortgage team to generate referrals.
Are you an experienced financial Adviser
Do you have the skills to not only nurture high-quality leads from an existing client bank but also to build your own network and client bank?
General
Do you dream of working for a thriving firm that values people passion and exceptional service?
If you're a confident and strong administrator with an interest and background in Financial Services (IFA) then this is for you!
Pertemps is seeking a dynamic Financial Services Administrator to join their client in Plymouth, one of the South West's leading firms of Independent Financial Planners.
Job details
Competitive salary - £22,000 - £26,000 p/a depending on experience.
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
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