My Client is a prestigious law firm dedicated to providing exceptional legal services to our clients.
As part of our continued growth, we are seeking a dynamic and customer-focused individual to join our team as a Customer Service Advisor.
With a commitment to professionalism, integrity, and excellence, we strive to deliver unparalleled legal solutions tailored to meet the unique needs of each client.
Collating of client data to provide a detailed client overview.
Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.