Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by Mulberry Recruitment • £20K/yr to £30K/yr
My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies.
The role of the Customer Support Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day to day running of the client portfolio, including all client and provider interactions.
The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.