Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
As a Receptionist you'll act as the first point of contact for all visitors and staff to the building providing an excellent first impression
You will work in the busy and ever-changing environment of the reception within our hardworking team, ensuring customer satisfaction and care amongst clients and visitors alike.
Manage a caseload of learners and employers ensuring timely achievements and progression.
Support the raising of standards in accordance with the aims and strategic objectives of the organisation.
The role is to provide excellent teaching and learning sessions for Lean Manufacturing, Safety, Health and Environment Technician and Warehousing apprenticeship standards, both face to face and remotely.