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 this role is to provide an exceptional experience to our Brokers and Solicitors across both telephony and webchat, enabling them to achieve their ambitions and meet their clients mortgage needs whilst contributing to the Life Moments commercial ambitions.
Working hours will be between Monday-Sunday 7am-11pm.
To hit the ground running it's essential that you have some of these skills and experiences too:
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.
We are looking for a passionate practitioner to provide proactive support to individuals impacted by gambling harms.
As part of our team you will deliver and develop our offer of gambling support across the region and play a key role in engaging and inspiring a range of diverse communities.
Do you
Have a professional Diploma (Level 4) or equivalent in a relevant field e.g.