Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Our client is a specialist Company providing important services to their clients.
They have grown rapidly since 2015 and are now looking to recruit new members of staff to our Inbound Sales team.
Summary Duties and Responsibilities of Role
To answer inbound sales calls to customers who have enquired through various marketing channels about our direct cremation plans with the objective of answering any queries regarding the plans and setting up sales.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are currently working with a very successful company who are keen to find a strong customer orientated person.
Working closely with customers in person and over the phone you'll enjoy problem solving and finding solutions.
As an Advisor you'll be trained in person, with continuous in-house courses following a programme, also you'll be given the opportunity to take a qualification, which is nationally recognised.
As a Customer Service Advisor, you will be the first point of contact for their customers who will rely on you to be there when they need support.
This is a full time office based role working Monday to Friday.
Our client is seeking customer focused individuals to join their contact centre asap on a full time temporary basis for approximately 3 months with the potential for perm employment.