We have a fantastic opportunity for you to join a team operating within a critical function in the financial services industry.
Are you a naturally helpful and friendly person who enjoys speaking with customers and assisting them with their financial queries?
As a Customer Service Advisor, you will be the first point of contact for customers, supporting them through an inbound contact centre via multiple channels.
Warner Scott are representing a mid-market professional services firm who are looking to add a Financial Services (FS) focussed Director/Partner to their Transaction Services function.
The firm has experienced stable growth over the past couple of years, and are now in a strong position to bring in a senior professional to develop an FS advisory function.
This is an excellent opportunity for an experienced corporate finance professional looking to join a firm with consistent and robust growth.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
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.
The successful candidate will utilise their skills in financial services, providing exceptional customer service and contributing to our team's success.
We are seeking an energetic and dedicated Client Service Associate to work in our Banking & Financial Services department.
Our client is a renowned entity in the financial services industry, boasting a large presence in the United Kingdom.
Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis.
As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.