You will be required to provide a proficient and proactive administration support service for the firm's consultants.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
General
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
We are currently seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business who are looking to revolutionize the home moving process.
Working remotely, our clients are seeking a driven and forward-thinking Mortgage Advisor, with the opportunity to work on a self-employed basis.
Our clients will provide leads however they would also expect the successful candidate to have the ability to self-generate appointments.
Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team.
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
The successful candidate will be highly motivated to generate new business by converting leads from the Union's General Insurance team across the Cambridge area.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
Our passion lies in development and cultivating a vibrant culture that empowers our colleagues and wows our clients.
We stand out from the crowd by prioritising growth, investment, and service excellence, and we're proud to say that we do it without resorting to cost-cutting or bureaucratic red tape.
At Citation, we're not just a company; we're a movement, a culture, and an opportunity like no other!