After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
New year and looking to take your financial planning administration role to the next level?
Posted by Pertemps Northampton • £24K/yr to £28K/yr
General
Delivering exceptional service to clients, the ideal candidate will possess strong organisational skills, a willingness to learn, and preferably some experience in the financial services sector.
Our client is seeking a detail-oriented and motivated administrator to support their team of Financial Planners.
Responsibilities
Communicate professionally with clients via phone, email, and in-person.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cash flow planning and offering ongoing, reliable support.
Sales Executive Legal Services£24,160-£27,350 base salary, OTE £40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 20th January 2025
We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
Posted by Macildowie Recruitment and Retention • £40K/yr to £50K/yr
About the company and role
With a presence across the UK, this company partners with exciting businesses, helping them achieve their goals through collaboration and insightful strategies.
Join this outstanding organisation, renowned for their innovative approach and commitment to excellence.