Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Posted by Parker Wright Consulting • £110K/yr to £130K/yr
Company: Leading Professional Services Firm
Position: Transaction Services, Director
About our client: Our client is a top-tier professional services firm with a strong reputation for delivering exceptional M&A and transaction services to a diverse client base.
We are looking for passionate Motor Complaint Handlers who want to find fair outcomes for customers to join a finance provider.
You'll be working in a dedicated team investigating and working a portfolio of complaints where your work will be quality checked, so there will be some targets to strive for.
You will be loading the complaint onto the system, discussing complaint points with the customer, collecting and reviewing evidence from systems to understand the situation in detail, and concluding the outcome in a final response letter.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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.
Posted by Service Care Solutions - Legal • £439.94/day to £500/day
Candidate Criteria
CCAB/CIMA Qualified Accountant or Equivalent.
General
The key aim is delivery of longer-term financial sustainability in a complex and financially challenged authority.
The role will also coordinate financial monitoring and reporting processes across the Council ensuring regular reporting to the council's leadership, improving current processes and ensuring that they are fit for purpose and provide information that aligns financial and service delivery, providing insights to decision-makers, working closely with Finance Business Partners, and coordinating processes for development of financial mitigations.
Posted by IDEX Consulting Ltd • £30K/yr to £35K/yr
Purpose of the job
To help the client deliver Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
To proactively help deliver administration services to a portfolio of clients.
General
My client, a national, award-winning, financial planning and corporate advice provider is looking for an Senior Associate Client Servicing - DC Pensions based in their Edinburgh office.