In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Join this highly respected and established firm of Independent Financial Advisors, as a Financial Planning Administrator, and play a pivotal role in supporting our advisers and enhancing our client experience.
Are you a proactive and detail-oriented professional with a passion for delivering exceptional client support in the financial services industry?
Key Responsibilities
As a Financial Planning Administrator, you'll be responsible for:.
Posted by Wallace Hind Selection • £40K/yr to £45K/yr
As our Senior HR Advisor you will have the sole responsibility of one site (Bolton), whilst supporting another (Manchester).
You are a HR Generalist and crave the variety and diversity that the role brings; you have run several projects and taken ownership of rolling them out.
You'll enjoy the fast-pace and challenges that manufacturing brings, whilst being empowered and encouraged to 'get things done'.
As a Customer Service Advisor with Marston Holdings Ltd you will have a pivotal role in our contact centre, engaging with customers and helping them find a solution, whether that's processing payments, agreeing a payment plan, or helping them resolve a query.
We have an exciting opportunity for a Customer Service Advisor to join our team on a full time, permanent basis.
You will handle customer cases from different service channels starting with inbound and outbound calls and progressing through our pathways onto live chat, email, and letter correspondence.