Posted by THE OPENWORK PARTNERSHIP • £27K/yr to £79K/yr
General
Working from reliable lead sources, you will be required to provide tailored advice to clients taking great care and ensuring outstanding customer outcomes.
Recruiting for experienced Protection Advisors across the UK for a remote role, where all leads are supplied.
Posted by THE OPENWORK PARTNERSHIP • £10K/yr to £100K/yr
Are you a motivated and experienced Mortgage and Protection Adviser seeking a remote opportunity?
We are recruiting advisers across the country for a dynamic and forward thinking firm in Corsham, committed to helping individuals and families secure their financial futures.
With hands on support and lead provision to help take your career to the next level?
Posted by Additional Resources Ltd • £35K/yr to £45K/yr
General
As a Client Manager, you'll support client partners, liaise with clients, deliver excellent service daily, and drive the firm's growth and success.
An exciting opportunity has arisen for a Client Manager with 3 years of accounting experience to join a well-established accountancy firm, offering excellent benefits.
You will be responsible for
Communicate with a varied client base, including local businesses and high-net-worth individuals.
Our client is looking to recruit an experienced and professional Level 4 Diploma Qualified Financial Adviser, who can offer expert advice on suitable investments, private pensions and tax planning, and provide a valuable service to work with our established client base.
C. £65,000 basic Benefits (OTE £75,000 with existing client bank plus new business bonus)
Our client is looking to recruit an experienced and professional Level 4 Diploma Qualified Financial Adviser, who can offer expert advice on suitable investments, private pensions and tax planning, and provide a valuable service to work with our established client base.
C. £65,000 basic Benefits (OTE £85,000 with existing client bank plus new business bonus)
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas.
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas.
They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.