Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
The successful candidate will be highly motivated to generate new business by converting leads from the Union's General Insurance team across the Cambridge area.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
It will require 4 days in the Cambridge area so you will need the skills linked to it.
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning 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 consultants.
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.