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.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
Posted by Austyn Smith Associates Limited • £60K/yr to £80K/yr
Are you an experienced financial adviser ready to elevate your career in a supportive and professional environment?
Austyn Smith Associates Ltd, are an award-winning independent financial advisory firm, offering a fantastic opportunity to take control of your career.
Offering responsibility for servicing and developing both new and established clients, we offer the opportunity to work closely with our founder as the number two, assuming more day-to-day management responsibilities and assisting in growing the business further.
Are you an experienced Mortgage Advisor or Broker with a passion for working with high-net-worth (HNW) clients?
Launch Your Rewarding Career as a Remote HNW Mortgage Advisor dealing with Central London introducers
Do you dream of managing your own schedule while advising affluent clients on securing mortgages for luxury London propertiesall from the comfort of your home?
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you a team player who can multitask and help us coordinate and develop our office support?
Are you looking for a challenging role that allows you to take ownership of your workload?
Our client's Private Client group is based across 3 offices, including Beaconsfield, and they provide legal service to clients on all aspects of wills, trusts, tax planning, Enduring Powers and Lasting Powers of Attorney, Court of Protection and Probate law.
The firm has a fantastic opportunity for an NQ to 3 year Solicitor with experience in Private Client work.
The wider Private Client group is recognised as a regional heavyweight and includes a specialist Estate Planning team, a High-Net-Worth Residential Property team, Contentious Probate team and an Education Law team.