Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
Effective ongoing service to help minimise attrition, and to deliver new instructions and
The Role
To build new client relationships and maintain and develop existing client relationships through.
A Leading Manchester law firm is currently looking to recruit a Customer Service Advisor to work within the firm's client services team.
You will be working within a busy team where you will be liaising with new clients, taking initial information and communicating with internal departments, ensuring accurate information is taken with regards to new client enquiries.
This is a telephone-based role and you will be required to have excellent communication skills.
We are seeking a dedicated Customer Service Advisor to join our clients team.
In this role, you will be the first point of contact for our clients Broker relationships, managing a variety of enquiries and administrative tasks with a focus on first-time resolution and quality service.
Are you a proactive and organized individual with a passion for delivering exceptional customer service?
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by Robinson Financial Careers • £25K/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 Manchester.
Posted by Inc Recruitment Direct • £18K/yr to £25K/yr
Immediate Availability - Start as a Sales Advisor
Join a friendly, fast growing sales advisor network and use your customer service skills; be rewarded with fantastic incentives which can include national travel, international travel and financial rewards.
Put your sales and customer service skills to good use!