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 CBC Resourcing Solutions • £35K/yr to £40K/yr
As part of this growth, they are looking to appoint an internal sales executive, who will be responsible for proactively contacting both existing, and prospect SME clients, in order to transact new asset finance deals over the phone.
Our client is a very well established asset finance broker who are significantly expanding their sales team.
This is a home based position, and is seen as a stepping stone over time into a field based Area Sales role for individuals who may be looking for career progression opportunity.
Posted by Landmark Information Group • £20K/yr to £25K/yr
General
New Business Executive
What it's like to work at Optimus
At Optimus, you'll find a friendly, dynamic, and supportive team that values bold ideas, big dreams, and active curiosity.
We foster a culture of innovation, encouraging everyone to contribute to the development and direction of our products and services, while continuously seeking new and efficient ways to work.
MBF Recruitment are excited to present an excellent opportunity for a seasoned paraplanner to become part of a well-established, small IFA practice in Preston.
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.
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.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
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?