They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
This strong and well respected independent chartered accountancy firm is seeking toappoint a client manager into their beautiful Wilmslow office space.
This rolehas come around following an extended period of organic company growth,presenting an excellent opportunity for an ambitious candidate to join a busyteam within a progressive firm.
You want to revolutionise the service you're able to provide your clients.
You set the bar when it comes to your clients, you break through any commoditisation because you truly know what your clients value, you genuinely care about helping your client to achieve their business goals and you provide a service that sets you totally apart from your competition.
There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some brokers are doing 'just enough' to stop their clients jumping ship.
Our client are a well established Financial Services business based in Manchester, they are currently going through a period of growth and are looking for Customer Service Advisors to join their team.
An exciting opportunity for a Customer Service Advisor to join a well established Financial Services business, based in Manchester.
You will be working within the customer service team, speaking to existing customers assisting with general queries.
Kennedys is looking to recruit a client development advisor to join our global Business Development team.
This role would support the firm's UK insurance practice which covers a wide range of product lines including: aviation, marine, cyber risks, energy, political risk and financial and professional lines.
The purpose of this role is to develop and implement strategic business plans and initiatives to increase the quality and effectiveness of BD & marketing campaigns for this vital business area of the firm.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
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.
You will have access to an orphan client bank of existing clients.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Wealth Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
The Insurance Advisor will provide excellent customer service, helping clients make informed decisions about insurance policies that best suit their needs.
Our client is a reputable firm in the Business Services industry, known for its commitment to customer satisfaction.
The role focuses on client interaction, policy administration, and maintaining high service standards.