Due to an increase in business activity, they are now looking to further expand their teams and are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.
After training, the roles offer an element of remote working where you working week/month will be split between working on the office and at home, if you wish.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
We are looking for an Experienced Mortgage Broker to join us in Surrey, who has ideally looked after high net worth clientele, to join our premium Estate Agency Partner Hamptons.
This role is also hybrid, whereby at a minimum you are required in the office 3 days a week and then 2 days from home ( once fully trained and authorised)
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.