Are You Looking for an Exciting Career Move in Financial Services?
My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa.
Do You Thrive in a Fast-Paced, Communication-Driven Role?
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset and knowledge.
Duties & Responsibilities
Ensuring correct completion of all necessary documents.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum.