A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.
General
Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.
Main Duties
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.
This is a fantastic opportunity for an experienced residential Lettings Manager who is enthusiastic, energetic and interested in further developing their career in the Lettings Industry!
This is a chance to join a smart, vibrant and well-known local brand with local offices in East Sussex.
This dynamic team is looking for an individual to join their growing team and assist with trust administration and tax compliance, as well as other private client work.
A fantastic opportunity to join a well respected firm in their Trust & Estates team in a vital role.
We are seeking a self-motivated and experienced Mortgage Advisor or Mortgage Broker to join our wealth management client on a self-employed basis.
The relationship between the estate agency and the wealth management firm goes back over 30 years!
As part of the directly authorised Chartered Financial Planner firm, you will work remotely and from one of the market leading estate agency offices in Bexhill, providing expert whole of market mortgage advice to clients primarily located in Bexhill, with additional leads coming from satellite offices in Tenterden and Rye.