Providing comprehensive administrative support to the wealth management team.
General
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
Mbf are working with a national financial planning organisation in Whiteley to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
This will be a hands on and exciting position working closely with a senior member of the business.
The successful candidate will be able to manage a portfolio of Strategic clients specialising in Invoice Discounting and Trade facilities.
The individual will be able to provide excellent customer service, building strong relationships and understanding of the client's needs.
As the 1st point of contact with their clients, excellent communication skills are essential maintaining a high level of professionalism either via face to face, on the phone, on email and in written communication.
Established wealth management practice with a team of highly qualified and experienced financial planners and employee benefit advisers who service both private and corporate clients nationally are expanding their Solent office.
This would suit a ambitious individual who has started their studies towards the Level 4 Diploma in Financial Planning.
You will work closely alongside advisors to obtain relevant information to enable you to follow up the meetings assisting with adviser paperwork.
Our client is seeking an individual who has 3 years of corporate PMI experience to join their growing team, day to day you will be responsible for managing one client with all aspects of healthcare such as: dental, cash plans and travel for their 10,000 employees which means that this is a very busy function!
To add, being part of this division, you will have direct exposure to senior team members and the opportunity to progress across or throughout the business.
Are you lacking challenge or accountability in your current role
Alexander Lloyd are excited to announce that we are partnered with a well-established insurance broker to support the expansion of their PMI division.
Basic Up to £75k 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.