The firm in question is passionate about making financial planning accessible to everyone.
We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products.
Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.
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 Advisers 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 on engaging and converting clients.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
General
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Recruit UK is excited to announce an opportunity within a thriving Financial Planning firm who place great emphasis on creating tailored financial plans, while building sustainable, long lasting and positive relationships with their clients.
This firm are seeking an individual to help convert warm leads into appointments for Financial Advisers.
They prioritise taking complex processes and making is simple and accessible to all - as well as being employee owned.
As a Finance & Credit Controller, you will ensure prompt collection and reconciliation of accounts, minimization of outstanding debts and maximise cash flow.
Central Recruitment are currently seeking a skilled and detail-oriented Credit Controller to join our clients growing team.
You will provide support to the senior leadership team by ensuring targets are met and problems are identified and overcome.