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.
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.
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.
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.
We are recruiting for an experienced Mortgage Advisor to join a flourishing, well established firm that offer holistic advice and are looking for an experienced adviser to join the team, dealing with any cross referrals as well as building on the existing contacts and nurturing relationships to help develop and grow your own client base.
If you have dreamed of the flexibility and earning potential that being a self-employed Mortgage Advisor can offer, but need help making the switch, we have the answer.
With a salaried position for up to the first 12 months, whilst building a pipeline to help you move into self-employment with more security and stability.
Posted by Capio Recruitment Financial Planning • £24K/yr to £28K/yr
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
They have multiple offices across the UK and are a growing presence nationally.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.