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.
Posted by Acorn insurance & Financial Services LTD • £24K/yr
This individual will play a vital role as the first point of contact for any financial queries that come through to the team, alongside providing detailed communications of all payments.
An exciting opportunity has arisen for a meticulous and driven Finance Assistant to join our Financial-Operations Department.
If you thrive working with full autonomy in a role that you can hit the ground running in, this could be the opportunity for you.
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 Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
As a Customer Service/Claims Call Auditor, you will be working with the Claims Audit Lead and Claims Auditor, providing insight by undertaking QA Activity, utilizing the Quality Management System.
This will help to ensure Regulatory compliance, and good Governance controls are operating effectively to mitigate risks.
The Claims Governance Team is a department where independence of thought, integrity and the ability to maintain confidentiality are essential.
As a Customer Service/Claims Call Auditor, you will be working with the Claims Audit Lead and Claims Auditor, providing insight by undertaking QA Activity, utilizing the Quality Management System.
This will help to ensure Regulatory compliance, and good Governance controls are operating effectively to mitigate risks.
The Claims Governance Team is a department where independence of thought, integrity and the ability to maintain confidentiality are essential.