Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initial client engagement and diary management for the advisory team.
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Reed in Sunderland are delighted to work with a client who are looking for an ongoing temporary administrator to join their dynamic team to support team as a Business Support Assistant.
This role is crucial not just in supporting individuals across the group and its subsidiaries but also in ensuring that their facilities and fleet are fully operational.
Day-to-day of the role
Monitor the main email inbox for the business, ensuring timely responses and appropriate forwarding.
Posted by Robinson Financial Careers • £33K/yr to £50K/yr
Potential clients will be introduced via a contact centre team and group advisory channels.
In the role of Financial Adviser, you will be part of our growing remote advisory team.
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.