Posted by Michelle Denny Recruitment • £25K/yr to £26K/yr
We at Michelle Denny Recruitment are looking for a motivated administrator to take the role of Client Care Adviser for a reputable legal organisation in Diss.
In this role, you'll have the opportunity to liaise with prospective clients, manage your own caseload, and ensure the delivery of outstanding client care.
The company are offering a competitive salary of up to £26,000pa, with Monday to Friday working days.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This role offers a structured pathway to becoming a successful independent financial adviser.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
General
Provide holistic financial planning to prospective and existing clients.
Our client is seeking a highly organised and proactive Personal Assistant to support a busy Mortgage Adviser.
The ideal individual will be an enthusiastic and personable administrator, skilled in managing schedules and assisting with the daily operations of the business.
While previous experience in the mortgage industry is preferred, it is not essential.
Posted by Cooper Lomaz Recruitment • £30K/yr to £40K/yr
They are seeking an experienced and qualified Paraplanner to join their team.
This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.
Cooper Lomaz is working with an expanding IFA based in Wymondham.