Posted by Robinson Financial Careers • £30K/yr to £50K/yr
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
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.
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.
You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.
The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.
The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants.
EGRecruiting is delighted to be recruiting for two Graduate Administrators, to join a highly regarded and well-established IFA firm in North Tyneside, working from a regional office of a national business, where employees are truly valued, supported and rewarded.
As a recent Graduate, this is a superb opportunity to start your career in Financial Services where full training and support will be provided and you'll benefit from working with highly knowledgeable individuals.
The role will see you working alongside an experienced IFA Administrator, providing a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.