Posted by Coburg Banks Limited • £27K/yr to £28K/yr
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services.
Are you ready to take the next step in your financial advisory career?
We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning.
Step into a Rewarding Career as a Trainee Financial Adviser
Our Customer Service Advisors are a dedicated team that are crucial to our operation, who promptly respond to high volume inbound and outbound calls from our customers, while maintaining our Service Level Agreements and timeframes.
We have a great opportunity for a Customer Service Advisor to join our team at our Operation Centre in Sandtoft.
They also assist our members and private traders with sales and return queries and provide administrative duties associated with documentation and compliance.