You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Recruitment Solutions (North West) Ltd • £25K/yr to £27K/yr
General
Currently working with a fantastic Client based in Middleton who are looking for a Finance Assistant, to provide a professional, efficient and high-quality service and first point of contact to customers.
This will also include being first point of contact for creditor and debtor enquiries for both internal and external customers.
Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
You will deliver an excellent service to our clients, vendors, and funders.
In Business Support you will be working closely with your Sales and Business Support colleagues to ensure the sales process is efficient, effective, and successful.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.