This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
You will also act as a valuable referral point, guiding with your expertise.
You'll interact directly with clients via phone and email, utilizing your exceptional communication and negotiation skills to ensure that customer needs are met efficiently and effectively.
As a Sales Executive, your primary responsibility will be to provide accurate quotations for new business and renewals, helping the Branch achieve its sales and retention goals.
Posted by Andy File Associates Limited • £35K/yr to £50K/yr
They have an opportunity for someone to come on board and help develop their business, you would also take on some existing clients to provide an ongoing service.
Are you a highly experienced, enthusiastic Financial Advisor located in South Yorkshire/ Derbyshire, are you seeking an employed job, working from our client's office in Sheffield.
Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.
Were currently looking for experienced Client Directors/Senior Account Executives who want the flexibility of working both virtually and from a local office.
You'll take charge of an established portfolio, nurture client relationships, and help grow the business.
We're on the lookout for candidates with strong client management experience, ideally with a background handling Mid Market & Large Corporate clients.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Doncaster location.
We are looking for flexible part-time Sales Assistants to join our team at our Sheffield Meadowhall store during the busy Christmas period for 10 hours a week.
Tis the season to be shopping and coming together!
Dr.Martens is getting ready for the festive rush and we need your help.