My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Posted by Robinson Financial Careers • £26K/yr to £38K/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 Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Your responsibilities will include proactively contacting existing and prospective customers, liaising with agency teams to generate leads, and supporting the training and development of the team to enable cross-selling of financial services products.
As a Sales Support Assistant, you will play a crucial role in supporting the Financial Advisor and Senior Partner in generating leads and driving sales campaigns.
In this role based in East Kent, you will be working 21 hours a week and play a key part in generating and developing leads for the financial services, working closely with our Financial Advisor (FA) and Senior Partner to meet business targets.
Our client is seeking a Part Time Life Lead Co-ordinator on a 3 month FTC, to join their team and help drive the growth of our financial services products.
Are you an enthusiastic and motivated individual with a passion for delivering outstanding customer service?
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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