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 RISE WORKFORCE SOLUTIONS LTD • £40K/yr to £41K/yr
You'll carry out functional assessments to understand how a person's disability or health condition affects their daily life, and produce factual reports to help the Department for Work and Pensions (DWP) determine their eligibility for benefits.
If you are seeking greater flexibility and development, we have several job opportunities for nurses who want to continue helping people but need a better work-life balance.As a Functional Assessor you will discover the joys of a non-clinical nursing job that allows you to use your clinical skills in a rewarding new way.
We're looking for registered adult nurses, mental health nurses or RNLD's to join our clients team.