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 with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are seeking a Customer Services Advisor to support our German, French, and UK customers across multiple channels, including phone, email, and social media.
In this role, you will provide expert advice on our products, assist with sales inquiries, and ensure a professional and friendly customer experience.
Join a leading company in the horticulture industry, renowned for producing exceptional varieties of English roses.
Advancing People Multilingual - Recruitment Specialists are Recruiting for a German Speaking Customer Advisor for their client based in Wolverhampton, West Midlands
As a German Speaking Customer Advisor it will be your responsibility to work with Customers based in the German speaking region.
Providing excellent customer service via phone & email ensuring enquiries are dealt with in a prompt and professional manner.
Advancing People Multilingual - Recruitment Specialists are Recruiting for a German & French Speaking Customer Advisor for their client based in Wolverhampton, West Midlands
As a German & French Speaking Customer Advisor it will be your responsibility to work with Customers based in the German & French speaking region.
Providing excellent customer service via phone & email ensuring enquiries are dealt with in a prompt and professional manner.
One of our clients based in Wolverhampton are recruiting for an experienced, CAS, whole of market Mortgage Adviser to service their client bank in excess of 35000, along with introducer and client referrals..
Are you looking for an office based environment with a genuine chance of earning OTE £70k from and employed role?
A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business.
The successful candidate will be responsible for making client appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.
This is an office-based role located on the Shropshire / Staffordshire / West Midlands border.