Providing comprehensive administrative support to the wealth management team.
General
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
This role is pivotal in delivering a high-quality Financial Inclusion service across our locations, with a specific focus on Energy offers for our customers.
We are thrilled to offer a unique opportunity for a Financial Inclusion Officer to join our Communities Team.
You will deliver this service, using a hybrid working approach, championing our values and meeting the aims of our corporate plan and Thriving Communities strategy.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are looking for a talented, hardworking Finance professional to join our team.
About Us
Kosnic Lighting is a successful family run business experiencing rapid growth.
Its increasing brand presence and innovative products have been pivotal to its ongoing success and we want that to continue and for you to be a part of that.
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.
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.
This is for you if you are an experienced mortgage broker, with CAS, who can bring a client bank with you to the business.
You can benefit from the freedom to work how and where you want, have administration support and no fixed monthly costs, and where you can also receive infrequent leads.
Business
This wealth advisory firm is directly authorised, has been running for over 10 years, is based in the South East, and is a small to medium-sized firm with over 10 advisers working with them.