Posted by Robinson Financial Careers • £22K/yr to £27K/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 Doxford International Business Park.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Robinson Financial Careers • £30K/yr to £38K/yr
The Role
You will be the first point of contact for our company.
General
A rare opportunity has been created within a highly respected Financial Services firm based in Doxford International Business Park; a unique role combining Reception, Executive Assistant and Front of House responsibilities.
This is an opportunity for a responsible, self-motivated, well organised candidate, with the gravitas to control and manage the front of house area in a corporate environment.
Posted by Robinson Financial Careers • £25K/yr to £50K/yr
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
Posted by Robinson Financial Careers • £30K/yr to £50K/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.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
The purpose of this role is to provide an exceptional experience to our Brokers and Solicitors across both telephony and webchat, enabling them to achieve their ambitions and meet their clients mortgage needs whilst contributing to the Life Moments commercial ambitions.
Working hours will be between Monday-Sunday 7am-11pm.
To hit the ground running it's essential that you have some of these skills and experiences too: