Posted by Clear IT Recruitment Limited • £22K/yr to £26K/yr
General
Your role will involve checking client account bank statements throughout the day for new funds and alert relevant fee earners/teams with client reconciliation issues.
My client is seeking a Legal Cashier to join their busy team on a permanent basis in Chesterfield,
The Role
You will work with an experienced and supportive team.
Posted by BWD Search & Selection • £55K/yr to £70K/yr
You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee's and new business which demonstrates the value in place of existing clients relationships.
You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.
BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.
Posted by BWD Search & Selection • £55K/yr to £70K/yr
Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection.
Benefiting from full back office support you will receive full administration and paraplanning support which will allow you to concentrate on direct client work.
BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.