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.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£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 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Are you ready to play a pivotal role in reshaping financial strategies?
Offering between £70,000 to £85,000 Bonus Equity Options Very Flexible Hybrid Working (mostly remote, 1 day in the office)
Great opportunity to join a very successful private equity-backed software group focusing on financial strategies, net working capital, cash modelling, debt management, and more.
You will recruit, support and develop a team of up to 40 Mortgage and Protection Advisers, helping them to achieve their individual Business Plans, working with them to drive their income whether that's through helping them identify Lead Sources, improving their mortgage productivity or increasing the cross sales within their business.
What you will be responsible for
The purpose of this role will be to establish leadership and direction to a highly talented team of Mortgage and Protection across Nottingham, Lincoln and Leicestershire.
Are you ready to play a pivotal role in reshaping financial strategies?
Senior Finance Business Partner - Treasury (Part Time)
Great opportunity to join a very successful private equity-backed software group focusing on financial strategies, hedging, net working capital, cash modelling, debt management, and more.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Direct and enhance the performance of the finance teams to guarantee exceptional service levels.
General
Robert Half is on the lookout for a dedicated Finance Manager / Financial Controller to lead our client's management accounts team.
This role involves managing approximately 12 personnel and is essential for providing high-quality accounting services and management information to distinct business divisions.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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.
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.