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.
The Adviser will support the Principal Partner in progressing the business They will be responsible for managing a client base providing advice and high level of client service.
They will provide a high level of technical and advice support to clients and commit to servicing client needs on a regular ongoing basis.
They will be required to build the business and increase Funds under management via client activity.
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice based in Newcastle, who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.
St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base.
This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.
We are currently seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business who are looking to revolutionize the home moving process.
Working remotely, our clients are seeking a driven and forward-thinking Mortgage Advisor, with the opportunity to work on a self-employed basis.
Our clients will provide leads however they would also expect the successful candidate to have the ability to self-generate appointments.
As a Customer Service Advisor for inbound debt recovery, you'll provide crucial support to those facing financial challenges with empathy and professionalism.
We're seeking individuals to join our team at Whistl Gateshead's contact centre.
Join us to make a difference and be part of our dedicated team.
The Company: Nationally recognised and rapidly expanding IFA business based in Newcastle looking to recruit a private wealth focused Client Liaison Administrator who holds admin experience working within an IFA/wealth management firm.
Office Location: Newcastle
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
As a Mortgage & Protection Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Mortgage & Protection Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic advice 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 journey looking to make smaller contributions.
As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements.
An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James's Place Plc.
Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.