In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
Join our Central Planning Reporting team and collaborate with a diverse group of professionals, including business area Controllers, accounting teams, and CSDI experts.
You'll play a key role in identifying opportunities to streamline and automate planning and reporting processes, driving efficiency across the organization.