Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £80K/yr
They are looking for professional advisers wanting to take the next step and wish for a firm to support them on their journey.
We are looking for professional Mortgage Advisor's who want a firm that can help them to bolster your client banks, create a name for yourself in the industry and enable you to increase your income.
We are recruiting for a firm that takes great pride in their work with clients and colleagues alike.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
Posted by Mulberry Recruitment • £20K/yr to £30K/yr
My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies.
The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension.
The role of the Customer Support Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day to day running of the client portfolio, including all client and provider interactions.
Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients.
Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.
The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.
Posted by Mulberry Recruitment • £22K/yr to £26K/yr
Ensure the smooth running of assigned client portfolio a day to day basis.
They are seeking a candidate who has previous experience within customer service/admin and preferably within Financial Services/Private Healthcare insurance.
My client who are based in Winnersh are seeking a customer service administrator to join their fast growing team.
Supporting a portfolio of clients across Group Risk.
Managing your team day to day and ensuring you resolve any issues they have that may arise.
General
Alexander Lloyd are pleased to announce that we are partnered with a well-known, established brand within the employee benefits field who are seeking a Client Services Team Manager to join the business.