Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Posted by Robinson Financial Careers • £33K/yr to £50K/yr
Potential clients will be introduced via a contact centre team and group advisory channels.
In the role of Financial Adviser, you will be part of our growing remote advisory team.
One of the most dynamic Chartered Wealth Management Firms in the UK is looking to grow their remote financial advice team at their offices in Doxford International Business Park.
Posted by Robinson Financial Careers • £25K/yr to £50K/yr
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
The role will be suited to someone who has a passion for learning and development and supporting our new colleagues across the business.
The successful candidate will be responsible for delivering exceptional first impressions when welcoming our new colleagues, providing them with the skills and knowledge to fulfil their roles.
At Hays Travel, we pride ourselves on delivering exceptional customer service therefore we require someone that shares the same values and ethos.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Support the raising of standards in accordance with the aims and strategic objectives of the organisation.
Manage a caseload of learners and employers ensuring timely achievements and progression.
The role is to provide excellent teaching and learning sessions for Customer Service and Business Administration apprenticeship standards, both face to face and remotely.
Support the raising of standards in accordance with the aims and strategic objectives of the organisation.
Manage a caseload of learners and employers ensuring timely achievements and progression.
The role is to provide excellent teaching and learning sessions for Level 2 and 3 Customer Service and Level 4 Sales Executive apprenticeship standards, both face to face and remotely.