We have a new position open for a Customer Services Representative / Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department.
This is not a sales role.
You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Posted by Elite Recruitment Limited • £75K/yr to £100K/yr
Are you looking for a competitive and flexible hybrid role with a distinguished financial services firm in Bristol?
With a strong focus on personalised service and customised financial strategies, they are dedicated to helping clients achieve their economic ambitions.
Celebrated for its unwavering commitment to providing outstanding financial planning solutions for high-net-worth individuals (HNW) and long-term private clients.
Posted by IDEX Consulting Ltd • £27K/yr to £30K/yr
Following recent acquisitions and continued success, the company is looking for candidates with financial services administration experience who are based locally to Bristol.
I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol.
With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development.