Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator.
This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients.
If you're looking for a position in a growing firm where you'll be valued as part of a friendly, close-knit team, this is a fantastic opportunity.
We are seeking a dedicated and enthusiastic Customer Service Advisor to join their team.
Our client is a dynamic and growing company committed to delivering exceptional service to our customers.
If you are passionate about customer service and enjoy finding solutions that benefit both the customer and the company, this role could be the perfect fit for you.
As a Customer Adviser, you will be playing an important role in this vital service; providing information and advice for older people in need, and signposting them, their families, carers and other professionals to relevant bodies that can help with their specific requirements.
We have a fantastic opportunity here at Age UK to join our National Advice Line as a Customer Adviser.
We are still in a cost-of-living crisis and the proposed changes to the winter fuel payment criteria mean that many older people in the UK are in desperate need of advice and support.
They are now seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients.
Mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser.
Our client is an established business with a fantastic reputation they provide holistic financial solutions to clients across the Devon & Somerset regions.