Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Recruit UK has an exciting opportunity for a Financial Adviser to join a prestigious, award-winning Independent Financial Advice firmone of the UK's largest Chartered Financial Planning companies!
General
Industry: Financial Services
Step into a client-servicing role where you'll cover the Bristol and Gloucestershire area, providing top-tier financial advice to an established client bank.
Their regulated financial advice helps clients understand their financial situation, whether they're saving for future retirement or selecting other financial plans.
Recruit Wealth are recruiting nationally for an award winning advisory name, who offer specialist financial well-being and retirement advice to workplace individuals.
The business looks after hundreds of household names (Private & Public Sector) and their employees across the UK.
Due to continued growth, our market-leading, award-winning Estate Agency client is seeking Experienced Mortgage Advisors to join their successful team.
This is a full time, permanent job opportunity and you will be based within one of their branches in the Gloucestershire area.
This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers.
Our client is a highly rated independent Estate Agency based in Gloucestershire, and they're looking to take on another employed Mortgage Advisor based out of one of their branches.
They're offering an impressive commission structure (25-45%), so the earning potential is great!
Mortgage Advisor Responsibilities
Advise customers on their whole of market mortgage options, using their unique in-house software.
Posted by Capio Recruitment Financial Planning • £50K/yr to £80K/yr
The Company
The opportunity to join an established, Chartered Financial Planning firm with a fantastic reputation who focus on offering their clients an outstanding service.
Development is something they are very passionate about and there is potential progression opportunities into senior roles.
General
This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.
We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator.
They are now seeking to recruit an additional Financial Services Administrator to join their growing team.
Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.