Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Premier Jobs UK Limited • £30K/yr to £35K/yr
As T&C Supervisor, you will be assisting their Senior Compliance Manager by providing training and competence support to their small team of Independent Financial Advisors and work on compliance projects.
This T&C Supervisor / Compliance Support job in South Leicester provides opportunity to join a local Financial Services firm.
You will be required to support new and existing IFAs on ensuring they adhere to the company and FCA guidelines, through role-plays, 1:1s, observations etc.
This is an exciting opportunity for an Customer Service Advisor with experience in broking or underwriting who is looking for a non-client-facing role.
We are recruiting on behalf of a leading insurance company in Leicester that is expanding its team.
In this position, you'll manage daily emails, tickets, and calls on the Helpdesk.
Posted by Macildowie Recruitment and Retention • £11.19/hr
THE OPPORTUNITY
Reporting to the Team Leader, the Customer Service Centre Advisor is the first point of contact to our customers via multiple channels such as Email, Telephone and Digital, supporting them with their prime needs whilst collaborating with our internal and external stakeholders.
Macildowie are currently recruiting for a Customer Service Advisor working for a business based in Wigston Leicester.
General
This is a full time temporary on going position, Monday to Friday which offers a heavy hybrid model
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
As an advisor you can expect to take between 40-50 calls on average per day and will be tasked with understanding the customers needs, closing the sale, building the customers basket (including services) and walking them through the full sales journey.
Inbound Sales Advisors based in Loughborough, taking calls from customers that have been on the website and looking to purchase some amazing tech !