The team receives enquiries via the company website, personal visitors, existing policyholders by email and by telephone which they respond to; providing advice & assistance as required in a time efficient manner.
Really wonderful, superb, INSURANCE & FCA knowledge opportunity within the Company we are supporting with an existing business broking team.
The clients are a diverse mixture of large corporate clients encompassing the waste industry, bioscience, care homes and familiar names together with a range of smaller, property owners, shops and charitable organisations.
We are currently recruiting for a Financial Planning practice in Henley-on-Thames who are looking to recruit a Financial Planner.
Main Purpose of the Role
To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency.
The team receives enquiries via the company website, personal visitors, existing policyholders by email and by telephone which they respond to; providing advice & assistance as required in a time efficient manner.
Really wonderful, superb, INSURANCE & FCA knowledge opportunity within the Company we are supporting with an existing business broking team.
The clients are a diverse mixture of large corporate clients encompassing the waste industry, bioscience, care homes and familiar names together with a range of smaller, property owners, shops and charitable organisations.
My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm.
Salary on a base of 60k linked to a skilled Advisor.
It is a great opportunity linked to the following.
This is an office based role and you will be expected to use email, answer telephone calls and deal with walk-in enquiries in an efficient and timely manner.
Role overview
We're looking for a motivated and efficient Saturday Assistant to support the Residential Sales team who are responsible for selling property in and around the Henley area.
My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm.
Skills and Knowledge Requirements :-
It is a great opportunity linked to the following.
My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm.
Skills and Knowledge Requirements :-
It is a great opportunity linked to the following.