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.
Posted by Page Personnel Secretarial & Business Support • £23K/yr to £23K/yr
Page Personnel have just registered multiple customer service advisor positions to work for a reputable law firm in Leeds city centre!
This would be an excellent opportunity for someone experienced within customer services or someone that is looking to start out their career!
The business offer an excellent on going training and development plan you will be joining a fantastic team who put customer service at the forefront of everything!
The Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.
I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced Financial Planner into a niche part of their advisor proposition.
The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers in branches across the the above areas.
There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.
Posted by IDEX Consulting Ltd • £30K/yr to £34K/yr
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team.
This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded across the business.
Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.