In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester 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.
The right candidate will work closely with an established and experienced Estate Agency team to help customers purchase their dream home, buy investment properties, or help with re-mortgaging.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Fast paced, varied and demanding.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
This unique HR Advisory role is open to individuals looking to pursue a successful HR career, where you will gain invaluable experience advising on a vast range of HR processes and procedures and Employment Law for over 30,000 clients in various sectors.
Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for experienced HR Advisors.
There is also opportunity to earn additional money on top of your basic and to follow a fantastic career pathway with a clear route of progression.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
We are currently seeking a passionate and experienced Disability Advisor to join our Client's multidisciplinary team.
Job Purpose
Working with private sector clients, the advisor will provide assessments and actions plans to help remove disability related barriers.
The post will involve intensive case management to resolve issues for customers and will do this by liaising with stakeholders including the employee, line manager and wider client.
My client is a leading well-being advisor and specialist.
They take pride in offering the most comprehensive employee assistance programme available in today's market, dedicated to enhancing the wellbeing of employees.
They provide clinical expertise and 24/7 support services to 13 million employees and their families across the UK and Ireland.