Posted by NELSON SCOTT RECRUITMENT SERVICES • £60K/yr to £75K/yr
This Independent Wealth Manager requiries an experienced, organised, and knowledgeable FLOD Compliance Manager to join the Financial Planning Leadership Team to build and deliver oversight of our Financial Advisers within the Financial Planning division").
As part of the team, you will have the opportunity to work in a fast-paced, collaborative environment where you will be able to utilise your skills and expertise to help deliver amazing outcomes for our clients, by placing first line risk, compliance and adviser oversight at the heart of the clients journey with us, whether through Select or Premier.
The role will report to the Managing Director of FP, but it is expected that the individual will work very closely with the Regional Directors, FP Training Manager and Director of Wealth Operations.
We are looking for a Customer Service Advisor to work for an award winning companyin York on a full time, fixed term contract basis within this friendly and dynamic team.
Contacting customers and responding to email enquiries to ensure customers have all the information they require.
Issuing booking confirmations to the customer ensuring all details contained are correct & building relationships with customers.
Posted by Eclectic Recruitment • £28K/yr to £30K/yr
General
Our client based in Cambridge are looking for a personable, Customer Service Advisor to join their business on a full time basis, initially as a maternity cover FTC.
The role will be mainly worked from home.
Main duties will include
Assisting customers with problem solving solutions.
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.
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.
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.
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.