My client is a leading business based on the outskirts of Milton Keynes.
The ideal candidate will have some accounting background, through studies or work experience, with strong Excel skills.
Due to expansion, they are looking for an individual with a tremendous can-do attitude - someone eager to learn, with a desire to continuously develop and to be part of a close-knit team.
For starters, how about working for an owner manager who allows you flexibility in your work, trusts you sufficiently to not micro manage, but offers support and uses as much as his time as possible to bring on new business to allow the practice to continue to grow in size and reputation.
Who has a life outside the office and expects you do too, so, whilst expecting your commitment and loyalty, won't expect you to work long, unsociable hours.
You're life at the office isn't all that bad so to change jobs means moving to something a bit special.
Communicates with clients about vehicle problems, insurance questions, and warranty issues.
Maintains positive relationships with clients to ensure repeat and return customers.
Approaches transactions with sales-minded professionalism and suggestively sell products and services to clients, including making clients aware of all packages and retail options available.
Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.