Posted by Lime People Search & Select Ltd • £22K/yr to £24K/yr
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Mortgage Advice Bureau (MAB) • £27K/yr to £50K/yr
We're seeking experienced Mortgage & Protection Advisors to join our successful team.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Posted by Page Personnel Secretarial & Business Support • £26K/yr to £26K/yr
Immediate interview apply now!; Client Details
Page Personnel have just registered a new Customer Experience Advisor Position in Leeds to work for a reputable Law Firm!
This would be an excellent opportunity for someone who is experienced within customer services looking for that next step with a business that are experts in their industry have an excellent name within their market and offer an fantastic progression plan for all their employees.
Posted by Page Personnel Secretarial & Business Support • £23K/yr
We are currently seeking a highly motivated and skilled Customer Service Advisor to support our conveyancing team, based in Leeds.
The company is a well-established conveyancing provider that serves thousands of clients across the UK.
The successful candidate will be responsible for delivering exceptional customer service, resolving customer issues and contributing to overall customer satisfaction.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
General
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.