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.
This role offers home based / remote working with access to office locations if preferred.
We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients' needs.
As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance.
This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Financial Advisor are looking for a data protection consultant for a 6 month contract to take the firm through a certification process, bringing it into a more compliant state, and taking a business through GDPR.
You will be there to lead on implementing a comprehensive data protection and compliance program.
Please note this is outside IR35 and is fully remote.
To undertake prompt, accurate and timely sales administrative support as part of a team and also specifically to support the International Sales Manager to ensure excellent service levels and opportunities for sales and brand expansion
Your new role
Order Processing.
Code and input all customer orders accurately onto our computer system and liaise with Shipping and Warehouse to ensure follow through in line with customer expectations.