They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Must have previous experinece ideally in Motor Finance and or an FCA regulated environment.
TheroleinvolvesworkingwithintheMotorFinanceRecovery'sdepartment,mainlyassistinganexternalteamof Appointed Representatives in field based vehicle recoveries.
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
General
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Our international client requires an experienced Customer Relations Coordinator to join their team for a minimum period of 6 months
Key skills are showing empathy and understanding of the customer situation, and identifying solutions that maintain the customer's confidence in the brand whilst balancing the commercials.
The role is responsible for managing and resolving difficult customer situations once escalated from the Level 2 team.
Work closely with a Directorate to understand their challenges and issues and use this understanding to provide them with relevant and timely professional financial advice.
Provide high quality financial advice and support to a Directorate Management Team, the Executive Director andotherAssistant DirectorsandMembersonallmattersrelatingtooperationsundertheircontrolinorder that they can properly manage their financialaffairs.
We are seeking an experienced Finance Business Partner to provide support to the People Directorate, focusing mainly on Adult Social Care with areas of responsibility also including housing (not HRA), early help and communities.
Our client is looking for a driven BDM to join their company.
If you are a dynamic, results-driven professional with a passion for maximising business and providing customer satisfaction then this could be the role for you.
This role offers a competitive base salary with commission and car allowance.