Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
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.
Duncan & Toplis are one of the largest independent firms of accountants and business advisers in the East Midlands and beyond.
We are also an award-winning company, having won Professional Services Firm of the Year in 2023.
We've a reputation for dedication, commitment and attention to detail that offers real value, meaning we're recognised by many as their trusted adviser.
Our client is a growing Financial Planning practice that offer a tailored approach to their clients with a real focus on making their clienteles money work for them.
The firm is backed by one of the UK's largest wealth manager and therefore there is some great internal progression routes within the firm.
Working with both private individuals and corporate clients they have a strong technical knowledge across the board of services.
An electrical wholesaler based in Grantham have an opportunity for an Internal Sales Executive / Trade Counter Assistant / Telesales Executive to join the team in a mixed trade counter / sales position.
A UK driver's licence is desirable.
The Electrical Wholesales Sales Advisor / Internal Sales Executive / Trade Counter Assistant will make outbound B2B telesales calls contacting potential businesses who would use their products and deal with electricians at the trade counter.