This role is responsible for a set of client accounts within a defined territory.
The ultimate objective of manging these accounts is to secure the renewal of services for the client.
This responsibility extends from onboarding new clients through a full 360-degree service schedule looking for growth opportunities across The company's portfolio of products.
You will be providing Financial Planning support to a team of Financial Planners.
Eventus Recruitment Cheshire are seeking an IFA Administrator to join a supportive and fast-paced team at a leading chartered financial planning / IFA firm in Ellesmere Port.
This is a great job opportunity to join a well-established firm that puts its customers at the heart of their business operations.
My Ellesmere Port based client have opportunities to start immediately, to join their well established and growing sales team.
General
You will receive full sales and product training as well as ongoing coaching and support leaving you well equipped to hit targets and earn huge levels of commission
This is the ideal role for people looking to either start their career in sales or individuals with experience looking for an exciting new challenge.
I am currently recruiting for a commercially-focused Assistant Management Accountant/Management Accountant/Finance Business Partner to join a successful and diverse business based In Ellesmere Port.
Joining an experienced and collaborative finance team you will support a number of stakeholders across the business in a highly commercial role.
Duties and Responsibilities
Preparation of monthly management accounts production for a number of divisions as well as consolidating the overall company position.
Eventus Recruitment Cheshire are working with a well-established IFA Practice based in the Wirral, Merseyside, who are seeking to recruit an additional IFA / Financial Planner to join their advisory team.
The team prides themselves on understanding clients' unique needs and delivering tailored solutions.
They are known for their commitment to delivering high-quality services and building enduring client relationships.
Job Role: Business Support Assistant Contracts & Commissioning
Job Purpose: Provide essential administrative support to the professional team(s), enhancing their efficiency and helping to build a cohesive team identity.
Serve as a central communication link for the public and other professional agencies.