Posted by PRATAP PARTNERSHIP LTD • £40K/yr to £60K/yr
In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts.
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team.
Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment.
Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
Our Client is a highly successful and innovative IFA Practice who are based in North Yorkshire region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
Posted by Page Personnel Secretarial & Business Support • £23K/yr to £23K/yr
Page Personnel have just registered multiple Customer Service Advisor Positions in York to work for a reputable business within the non for profit sector!
If you are looking to join a business that will invest in you from day one and are experts in their industry then please apply now!
NJR are currently working with a well established firm of Independent Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious IFA Administrator to join their growing team based in Harrogate.
Looking for a new challenge?
Wanting to work for reputable organisation, who genuinely offer excellent career development?
As a Customer Service Advisor working 3 days a week from the York's office / 2 days a week from home, you will provide solutions and support to clients, ensuring their satisfaction through efficient service and collaboration with internal teams.
You'll also handle administrative tasks and assist in implementing new processes while maintaining up-to-date client records.
One of the UK's largest Private Equity fuelled software company.