Posted by THE OPENWORK PARTNERSHIP • £55K/yr to £90K/yr
Are you a Financial Advisor looking to join a thriving boutique business with opportunities for long term development, quality leads and genuine opportunities to grow your career and reach your potential?
Posted by Pure Resourcing Limited • £15K/yr to £100K/yr
We have a great opening for an IFA / Independent Financial Adviser with 2-3 years' experience to join a growing financial services practice in Lancashire.
They pride themselves on assisting clients achieve their financial goals, whether it be purchasing their first property to retirement planning.
This would suit and IFA still learning and developing their knowledge within financial services.
Reed Financial Services are delighted to represent a firm of professional Chartered Independent Financial Advisors seeking a Financial Services Administrator to provide essential support to the business and Advisors.
This role is ideal for individuals who are passionate about helping others achieve their financial goals and are adept at managing administrative tasks in a financial setting.
Responsibilities
Work closely with the Advisor on all aspects of their day-to-day work with clients.
Posted by THE OPENWORK PARTNERSHIP • £50K/yr to £80K/yr
Are you a Mortgage and Protection Advisor keen to join a thriving boutique business with opportunities for long term development, quality leads and genuine opportunities to grow your career and reach your potential?
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.