We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
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.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Watford provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
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.
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
Posted by Kenneth Brian Associates Limited • £40K/yr to £45K/yr
They are looking for a skilled Financial Specialist to become a key part of their growing organization.
Kenneth Brian Associates are currently recruiting exclusively for a growing business based in Sloane Sqaure in their search for an experienced Finance Manager.
The successful candidate will have a solid foundation in finance, with hands-on experience using software like QuickBooks, Xero, and Sage.
As a Financial Planner, you will be responsible for developing and managing client relationships, analysing financial information, and creating strategies tailored to individual needs.
Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients.
This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided.