The Claims Officer performs all core activities within the team, demonstrating dedication, a detail-oriented approach and providing outstanding and memorable service to claimants.
My client is a Chartered Independent, IFA Firm in London, who due to continued business growth are looking ot expand their team.
They are looking to take on a versatile IFA Administrator or Financial Planning Administrator who is who has a solid track record of working within a support role in Wealth Management who is looking for an opportunity to take the next step into a paraplanning role.
An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.
Company Overview
Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area.
Our client was originally established in 1983 and has since grown into a successful and client orientated firm.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.
We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans