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 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.
Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks
The client is looking for office based however they will allow a day from home working
Posted by Acorn insurance & Financial Services LTD • £26K/yr to £34K/yr
You will be providing exceptional level of service and relationship management to our Fleet customers.
This individual will be pro-actively managing a portfolio of Fleet and Specialist products in motor claims from start through settlement, covering all Heads of Damage such as Accidental Damage, Property Damage, Credit Hire and Third-party Personal Injury claims (Portal and Non Portal).
We are currently recruiting a Senior Claims Handler to join the Fleet and Specialist product team.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
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