The individual will be able to provide excellent customer service, building strong relationships and understanding of the client's needs.
The successful candidate will be able to manage a portfolio of Strategic clients specialising in Invoice Discounting and Trade facilities.
As the 1st point of contact with their clients, excellent communication skills are essential maintaining a high level of professionalism either via face to face, on the phone, on email and in written communication.
Basic Up to £75k 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.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Our client is looking for an additional DB Paraplanner to join their team.
Overview: Act as the key point of contact to client operations, handling queries and providing a professional service.
Successful service sector business seek experienced client accountant or finance manager to run all the accountancy and related finance administration for several medium sized clients.
Maintain accurate and timely accounting records on Xero, Quickbooks or Sage as appropriate, raise sales invoices, manage the sales and purchase ledgers, prepare monthly management accounts and quarterly VAT returns, prepare annual accounts to trial balance stage.
We are recruiting for an exciting opportunity to join a brilliant small business as a Customer Service Advisor.
This role will be dealing with the all-round customer relations.
You will be supporting the Customer Service team taking on various responsibilities, from talking to customers via telephone and email, maintaining good relationships with the customers, and dealing with any queries, escalating the more complex enquiries, also involving a range of administrative duties.
As an Income Protection Advisor, you will be responsible for analyzing market trends, providing exceptional customer service, and effectively communicating insurance options to clients.
We are seeking a highly motivated and skilled Income Protection & PMI advisor to join our team.
This is an excellent opportunity for individuals with strong sales and negotiation skills who are passionate about helping others protect their income.
As a Mortgage Advisor for the company, you'll be provided with an abundance of leads referred directly from the Estate Agent you work alongside, guiding clients throughout the mortgage process, helping them secure suitable mortgage products that are tailored to their needs and financial circumstances.
Your role will involve assessing clients' eligibility, researching mortgage options, offering sound advice, and facilitating the application and approval process, as support, you will support to assist you with your administration, allowing you more time to focus on providing outstanding customer service to your clients.
Self Employed Mortgage Broker with all leads provided!