You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
Currently seeking a highly motivated and experienced Financial Advisor to join the team.
About the Company
With a strong commitment to personalised service and expert financial advice, this business aims to help clients achieve their financial goals and secure their financial future.
A leading financial services company based in Dundee, providing comprehensive wealth management solutions to a diverse clientele, including individuals, families, and businesses.
Initially working within their financial coaching team providing guidance to clients who have questions or queries regarding investments and pensions held on their self invest platform.
I am working with a National client who has a pathway for a Level 4 qualified individual.
The platform has c.80k clients varying from regular savers to multi million pound investment holders.
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
The successful candidate will be highly motivated to generate new business by converting leads from the Union's General Insurance team across the Cambridge area.
As an employment Advisor, you will be working directly with a caseload of customers to help them overcome barriers to employment, providing vital support to help people transform their lives.
You will develop strong relationships by encouraging, motivating and challenging your customers to fulfil their potential, whilst ensuring you meet your own job specific targets.
By motivating and empowering the people you work with, you will equip individuals with the necessary skills and confidence to enable secure and sustained employment.
As an Employment Advisor, you will be working directly with a caseload of customers to help them overcome barriers to employment, providing vital support to help people transform their lives.
You will develop strong relationships by encouraging, motivating and challenging your customers to fulfil their potential, whilst ensuring you meet your own job specific targets.
By motivating and empowering the people you work with, you will equip individuals with the necessary skills and confidence to enable secure and sustained employment.