Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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 Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Posted by Responsive Personnel • £11.50/hr to £12/hr
C ustomer Service Advisor
Our clients provides technical services to end users and schools across the UK and are looking for an enthusiastic self-driven confident customer service advisors to work alongside a busy team helping to provide exceptional service to clients via email and phone with enquiries and updates.
We are looking for a self-motivated Customer Service Advisor with a minimum of a years experience for an existing client based in Swindon to start immediately.
The Technical Sales Advisor is responsible for generating quotations and drawings from customer enquiries.
You will be self-motivated, organised with the ability to adapt to change and prioritise to suit ever changing demands in a relaxed, and professional office environment.
Job Duties
Handling customer enquiries via email and telephone in a timely and professional manner.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Our clients are a highly regarded Wealth Management firm who are a nationwide company looking for a Financial Adviser for their Swindon office M4 corridor and surrounding areas to take on 200 HNW clients following a recent Acquisition.