Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care.
As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.
Your responsibilities will include
Managing a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
We're excited to offer a fantastic opportunity for a Client Advisor to join our dynamic technology company in the property sector.
About the role
If you're passionate about delivering exceptional customer service, thrive in fast-paced environments, and enjoy building strong relationships, this role could be the perfect fit for you.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £100K/yr
If you're a financial Advisor that lives in or around the Chester area and would like the opportunity to work on a phenminal back book of clients as well as fresh leads then I have the firm for you!
I am recruiting for a very well respected business in Chester.
With unrivalled support and training and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
Posted by Michelle Denny Recruitment • £25K/yr to £26K/yr
We at Michelle Denny Recruitment are looking for a motivated administrator to take the role of Client Care Adviser for a reputable legal organisation in Diss.
In this role, you'll have the opportunity to liaise with prospective clients, manage your own caseload, and ensure the delivery of outstanding client care.
The company are offering a competitive salary of up to £26,000pa, with Monday to Friday working days.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.