Our client, a well-established Independent Financial Advisory (IFA) firm based in Nottingham, 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.
Do you want to work with a variety of people across a diverse pool of industries to deconstruct processes and rebuild confidence under your secure advice and guidance?
Provide tailored mortgage advice to clients, ensuring solutions meet their unique financial needs and circumstances.
General
We are a leading recruitment company, seeking a highly skilled and experienced Mortgage Advisor on behalf of our prestigious client based in Nottingham.
This role is ideal for a dynamic and motivated professional who thrives in a high-paced environment and has a proven track record in providing bespoke mortgage solutions to clients.
Our client is a fast-growing specialist in their field - they are currently in search for a strong Customer Service Advisor who can bring their skills to the team and grown within the company.
Daily Duties
This is a key customer facing role predominantly telephony based helping to assist our client's clients' and their customers find the right solution to their queries.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Our client is a fast-growing specialist in their field - they are currently in search for a strong Customer Service Advisor who can bring their skills to the team and grown within the company.
This is a key customer facing role predominantly telephony based helping to assist our client's clients' and their customers find the right solution to their queries.
A well-established business based in central Nottingham are looking for a Customer Service Advisor to join their growing team.
As a Customer Service Advisor you will be customer orientated and will act as a liaison, provide product/services information, and resolve any emerging problems with accuracy and efficiency.
Duties Include
Providing help and advice to customers communicating courteously with customers by telephone, email, letter and face-to-face.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.