Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
My client is looking for an experienced Account Manager to join their established Fleet Sales team based in the West Midlands.
Are you a customer focussed Account Manager looking for a new and exciting opportunity, look no further!
As the Account Manager you will be responsible for the onboarding of new customers, supporting Senior Account Managers on project implementation as well as forming and developing an extensive pipeline of opportunities.
Our thriving client is seeking an Account Manager to support their growth by developing and maintaining relationships with potential clients and encouraging repeat business.
Key responsibilities
Identify potential clients in need of their services and build relationships with key decision-makers over the phone, email and face-to-face.
Stay updated on industry trends and competitor activities to identify new business opportunities.