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.
My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Your responsibilities will include proactively contacting existing and prospective customers, liaising with agency teams to generate leads, and supporting the training and development of the team to enable cross-selling of financial services products.
As a Sales Support Assistant, you will play a crucial role in supporting the Financial Advisor and Senior Partner in generating leads and driving sales campaigns.
My Client is a small but growing, organisation servicing financial services, from Investment Banks through to private banks and asset managers.
Operating from locations across the globe, my client has a world class reputation and is an emerging leader in the field of compliance consultancy (specifically Governance, Risk and Compliance).
Due to strong financial year results and projections, the business is now on the lookout for an experienced Account Manager to join the team and work with existing clients to grow the portfolio spend.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.