Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care.
As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.
Your responsibilities will include
Managing a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £100K/yr
If you're a financial Advisor that lives in or around the Chester area and would like the opportunity to work on a phenminal back book of clients as well as fresh leads then I have the firm for you!
I am recruiting for a very well respected business in Chester.
With unrivalled support and training and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.
Are you a newly qualified Financial Advisor looking for your next long term career option?
Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.