To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.
Due to their extension, this mid-sized Warrington-based Financial Adviser firm has an exciting opportunity for a qualified Financial Advisor to join their practice.
This supportive and diverse firm has an excellent reputation for staff development, engagement and training.
Role: Establish, build and maintain trust with colleagues, customers, and colleagues to ensure projects and orders are delivered successfully and with superior customer service
Reed Talent Solutions are currently working with a Warrington based Utilities provider to recruit a Customer Advisor on an initial six-month contract.
The post-holder will work on the delivery of the data improvement plan, with particular emphasis on the Incentive Scheme, ensuring that any market data items for the organisation's non-household assets are accurately reflected in both external and internal systems, to facilitate accurate billing via settlements and thereby enabling collection of associated revenue.
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
Paraplanner to Adviser - Wealth Management Firm - Warrington- Basic salary £30k - £50k - Full study support
The business has 3 Advisers and 10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Our client based in Birchwood is looking to recruit a Motor Claims Advisor to join their busy motor warranty team.
You will be the first point of contact for customers, dealerships and repairers either calling in or emailing into the office.
The ideal person will have either experience of motor claims or warranties, but if you have exceptional customer service skills gained on the phone or in a call centre environment, full training will be given.