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.
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.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
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.
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.
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 Service Care Solutions - Social Work • £11.68/hr to £14.40/hr
This service is a responsive team who visit customers in their own homes who may require care following a period in hospital or a decline in their well being.
The aim is to assist individuals in setting goals to promote independence and confidence during a set period of time.
We are currently recruiting for a Support Worker to join the Community team supporting vulnerable individuals living independently across the City of Sunderland.
Posted by Service Care Solutions - Healthcare • £27K/yr to £28K/yr
Service Care Solutions are working with a Leading Gambling Support Charity to find great candidates to join their Service.
They are looking for candidates who can adhere to the values.
This Gambling Support Charity has been running for a number of years and has helped support people with addictions, this including gambling addictions.