Posted by IDEX Consulting Ltd • £50K/yr to £75K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.
This role offers home based / remote working with access to office locations if preferred.
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.
To provide a helpful, professional & efficient contact handling experience to all customers contacting the Customer Service Centre; across all contact channels, using the appropriate telephony system and social care case management system.
25 hours per week -
The shifts are Monday Friday 5:30pm 11:30pm and Sat/Sun 8am 11:30pm.
Understand and analyse business needs and strategies to translate these into work packages and definitions suitable for delivery by technology and business project teams.
Ensure that project deliverables adhere to the business requirements and support delivery team in delivering solutions that meet those needs.
General
HomeLet are looking for a new results orientated Business Analyst.
Posted by Macildowie Recruitment and Retention • £23K/yr
Requirements of the Role
Experience in customer service environment;.
General
My client is looking for an enthusiastic and experienced individual who can provide first-line customer service support to all customers via telephone and email communication as well as administration support to all departments within the organisation.
The role predominantly includes handling inbound telephone and email enquiries from our external customers.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
General
Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
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.
Training and developing a team of consultants, you will be responsible for motivating your team to deliver exceptional customer service in order to maximise sales and overall profitability, whilst ensuring the branch runs efficiently and effectively in line with company procedures.
Competitive salary with unlimited bonus potential
We are looking for experienced Branch Manager's to join our successful teams in our branches.