OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
I am working with a fast-growing client in Swindon, who are seeking a driven, personable Insurance Consultant to join their team.
You will be responsible for the management of the retention of the existing client base and achieve desired growth through maximising opportunities for cross sell, up sell and new business opportunities.
Exceptional levels of customer service should be always demonstrated, with a focus on renewal retention.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an ambitious and technically proficient individual into a Trainee Financial Advisory role.
Working alongside an experienced Adviser and wider Wealth Management Team you will support with the provision of financial advice with the aim of developing your skills and knowledge to become a standalone Adviser.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.