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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The role involves helping people by having lots of different conversations with our diverse range of customers, supporting them through our range of products and resolving any queries they may have.
Our Keynsham branch are looking for a Customer Service Specialist to join their team!
Support the Domiciliary Care Lead in the day to day running of a comprehensive care and support service including assessing residents' care needs and formulating care packages.
Support the Lead in ensuring shifts are covered and worked; rota coordination; payroll; timesheets and signing off care certificates.
Maintains record and consistently works in line with regulatory bodies - for example but not exclusive to GDPR, CQC, HSE, Local Authority expectations etc.