Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
Our clients are a highly regarded Wealth Management firm who are a nationwide company looking for a Financial Adviser for their Swindon office M4 corridor and surrounding areas to take on 200 HNW clients following a recent Acquisition.
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.
Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
You will be managing your own team of Commercial Account handlers whilst service a book of clients, dealing with all aspects of the annual insurance cycle including renewal.
A well-established national insurance broker with offices in Swindon is seeking to speak with an experienced Commercial Account Handler who are looking for a confident brand and in return offer both career progression and an excellent working environment.
This is a fantastic opportunity to join an experienced and effecting broking office within a position that will offer career advancement and certain skill development.
Posted by Public Practice Recruitment Ltd • £37K/yr to £45K/yr
Our client is a Top 20 national firm of accountants who are looking to recruit a Management Accountant to support them with the delivery of key financial information relating to business undertaken in the Southwest of England.
Are you a Management Account or might that role be the next step in your career?
Can you oversee the preparation of management accounts to an exceptional standard, always striving to deliver excellence?