Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Posted by Page Personnel Secretarial & Business Support • £23K/yr to £25K/yr
Our client is a prominent company in the financial services sector.
Within this role you will be required to provide excellent customer service in the financial services sector, dealing with client queries, and ensuring a high level of customer satisfaction.
Page Personnel are working exclusively with this reputable organisation to recruit for a number of customer service specialists.
Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
Duties and responsibilities
Key Performance Indicators.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.