Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initial client engagement and diary management for the advisory team.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
Posted by Robinson Financial Careers • £33K/yr to £50K/yr
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.
Potential clients will be introduced via a contact centre team and group advisory channels.
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.
Are you looking to start a career as a Business Consultant and need tailored recruitment support and the right qualifications to secure your career?
A business consultant helps a business analyse problems and helps provide a business with solutions by investigating issues or areas of weakness and helps facilitate the change that is needed.
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career as a Business Consultant is an ideal fit for you.
Are you looking to start a career as a Business Analyst (BA) and need tailored recruitment support and the right qualifications to secure your career?
A business analyst is a problem solver who for example investigates an issue or area of weakness within an organisation, analyses solutions and helps facilitate the change that is needed.
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career in this rewarding sector will suit you.
This newly created Finance Analyst role will take responsibility for overseeing the implementation and embedding of their new Accounting software, plus support the Finance function with accurate and timely reporting, month end analysis and building KPI Dashboards.
Finance & Systems Analyst - Permanent Role - Newly Created - Hybrid Working
An exciting new opportunity has arisen to join a growing organisation in Sunderland as they embark on a new chapter.
Within the role, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on client relationships.
Role
EGRecruiting is delighted to be recruiting for an experienced IFA Administrator, to join a highly regarded and well-established IFA firm in North Tyneside.
This is a regional office of a national business, where employees are truly valued, supported and rewarded.
Are you looking to benefit from a new career in Data Analysis?
If you are detail orientated, perceptive, organised, competent, analytical and can communicate well with those around you; you could have a truly rewarding future as a Data Analyst
We do this using our specialised Data Analyst career programme which looks to assist and place qualified candidates into a career pathway in Data Analysis.