Our client is an award-winning firm of chartered accountants with an excellent reputation.
We are supporting them in their search for tax adviser, who will provide a full range of services to their own portfolio of owner managed business clients.
This is an opportunity to join a forward thinking firm with genuine progression opportunities.
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.