Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
The Private Client team consist 2 fee earners and an experienced secretary in support.
My client is a traditional firm with a modern approach, their experienced team provide first class law services to their clients which range from private individuals and small businesses to large enterprises, developers, government institutions, international corporations and investors in Hampshire, Berkshire, Surrey and also Greater London.
The firm are now seeking to hire a senior lawyer with sufficient expertise to manage an existing caseload unsupervised.
Posted by Robinson Financial Careers • £28K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £40K/yr
Join Our Thriving Team as a Mortgage and Protection Adviser!
We offer access to a client bank and new enquiries, along with the expectation to self-generate and network within the local area.
Are you a proactive Mortgage and Protection Adviser looking to join a flourishing business with a High Street location and ample opportunities for long-term development?
Our client is a specialist Company providing important services to their clients.
They have grown rapidly since 2015 and are now looking to recruit new members of staff to our Inbound Sales team.
Summary Duties and Responsibilities of Role
To answer inbound sales calls to customers who have enquired through various marketing channels about our direct cremation plans with the objective of answering any queries regarding the plans and setting up sales.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Posted by Exactitude Resourcing Limited • £24K/yr to £27K/yr
General
Job role: Client Administrator, focusing on providing administrative support across the company to ensure that clients receive outstanding levels of customer service and support.
Benefits: Competitive benefits package including pension and private medical cover, increased annual leave with service and the opportunity to purchase extra holiday.
Additional job details
The Client Administrator is a key role in providing first class administrative support to the company and their clients.