Posted by First Recruitment Services • £35K/yr to £45K/yr
We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.
Our client is one of the UK largest financial advisers.
The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.
To build and maintaining client relationships, understanding the client's specific financial goals.
Our client are looking for a Servicing Adviser to look after and carry out the servicing reviews for their clients, complying with policies and regulatory requirements.
This role will also involve working closely with the principle adviser to identify new business opportunities.
I am currently working with a well established law firm looking to expand their Private Client department and bring in a Private Client Solicitor to their busy team.
They are a full service law firm with a genuine commitment to providing a quality service.
This is a exciting opportunity to join a growing and dynamic law firm looking to expand their team based in their Haywards Heath office.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Posted by Wise Monkey Recruitment ltd • £20,332.65/yr to £25,415.82/yr
Client Accounts & Tax Assistant
My lovely client based in a rural location on the outskirts of Horsham is looking for an experience Client Accounts and Tax Assistant to join their team.
Working as part of a team of 7, they really are a friendly bunch, who strive to work hard, have a happy and production working environment and provide an exemplary service to their many clients - many of whom have been with thiem for years.
Posted by Pavilion Recruitment Solutions • £32K/yr to £38K/yr
About the firm
The client relationship lies at the heart of everything we do and will play a large part in the everyday duties of our new client administrator.
We are a growing, well-established, and award-winning financial planning firm bringing a private banking style service, offering a comprehensive range of bespoke solutions, to our predominantly high net worth private clients.