Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initial client engagement and diary management for the advisory team.
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
You will need to have good judgement, be analytical, have great attention to detail, be flexible, self-motivated, driven & deliver excellent customer service whilst always adhering to their individual underwriting authority limits and in accordance with the procedure manual.
The purpose of the role is to provide quotations for New Business and Renewals to assist the Branch and be a referral point for the Assistants.
The role requires dealing with clients over the phone and via e-mail to ensure retention and sales targets are maximised, through the provision of efficient communication & negotiation skills.