As a Financial Advisor, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.
You will be provided with a portfolio of existing policyholders, plus new customer enquiries.
This employed, Field Based Sales Advisor is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances.
Ensuring monthly, quarterly and annual financial information is prepared and reviewed.
Managing the finance team including accounting, billing and credit control.
General
Reed Finance is working with an innovative technology company based in North Bristol recruiting for a Senior Finance Manager to lead their finance team.
They have one of the UK's largest regulatory networks with many retail sites across the UK benefiting from a range of Finance and Insurance services.
Our client based in Bristol at Emersons Green near the junction of the M4 and M32 ( so commutable from Bristol ,Bath ,Chippenham ) are experts in the compliance industry; focussing mainly on the Motor Trade and Travel .
In return you'll receive support in all areas of your life, whether it be professional development, career progression or support for your interests outside of work, this broker has found a unique balance which has helped them grow.
A highly regarded independent insurance business are currently looking to add a Senior Professional Indemnity Broker to join their growing team.
This role will involve looking after the larger and more complex professional indemnity risks and will provide a platform for career advancement for those that want it.
A service organisation based in Filton (offering hybrid working) is currently recruiting a Finance Assistant to join their team.
Working for a business that has a historically low staff turnover and places the welfare of its staff at the core of its values, this is an excellent opportunity for anyone looking to further their career within this field.
The good news is, you don't have to have any experience- As long as you have a 7.5T licence, Digi tacho card and a valid CPC, we can give you all the training you need!
Your day to day can vary from high rises to bungalows, recliners to footstools - you'll be delivering it all and having a laugh with your colleagues along the way!
Delivering moments that matter is what we truly take pride in at the Sofa Delivery Company, and as a 7.5 Tonne Driver you will be delighting our customers at the very last part of their journey, which undoubtedly leaves that all important lasting impression.