Whether assisting customers plan for retirement, accessing investments, updating personal information, or supporting families during bereavements, you'll ensure a seamless experience during the moments that matter.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
General
Many new colleagues come from contact centres, retail, hospitality, or travel backgrounds, so financial services experience isn't required; comprehensive training will be provided.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
Do you have experience as a Financial Services Administrator
Are you looking for the next step in your career within a Specialist Lender?
About the Specialist Lending Company
Our client is a leading specialist lender with a reputation for providing innovative and tailored financial solutions to meet the unique needs of their clients.
Known for their customer-centric approach and expertise in the property finance sector, they are committed to delivering high-quality service and building long-term relationships.
Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
Diligenta is a market leader in the Life and Pensions sector, providing outsourced administration services to many of the best-known financial services companies in the UK.