My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
My client is a leading well-being advisor and specialist.
They take pride in offering the most comprehensive employee assistance programme available in today's market, dedicated to enhancing the wellbeing of employees.
They provide clinical expertise and 24/7 support services to 13 million employees and their families across the UK and Ireland.
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.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
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.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.