Diligenta is a market leader in the Life and Pensions sector, providing outsourced administration services to many of the best-known financial services companies in the UK.
Diligenta is a market leader in the Life and Pensions sector, providing outsourced administration services to many of the best-known financial services companies in the UK.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
Whether assisting customers plan for retirement, accessing investments, updating personal information, or supporting families during bereavements, you'll ensure a seamless experience during the moments that matter.
General
Many new colleagues come from contact centres, retail, hospitality, or travel backgrounds, so financial services experience isn't required; comprehensive training will be provided.
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Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by Financial Divisions • £30K/yr to £35K/yr
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.