Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
Preston Area - Home based
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Are you looking for an Employed Remote role with all clients provided, pre-qualified appointments, full administrative support and exceptional earning potential!
Providing expert advice on all matters financial including tax advice.
General
My forward thinkng client are looking to meet experienced Practice Accountants who enjoy making a difference and really getting "under the skin" of their client portfolio.
A leading Cumbria multi site practice are looking to appoint a Client Relationship Manager to join their rapidly expanding team.