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.
Gleeson Recruitment Group are pleased to be working with a global FMCG business, based in Birmingham to recruit for a National Account Manager to lead on the continued growth and management of one of the businesses retail stockists.
The role
In this role you will understand customer behaviour and implement and identify new business opportunities within your dedicated account (retailer/stockist).
You will work to develop and implement a successful commercial strategy, that aligns with customer data and internal teams strategy, to increase sales.
We have an opportunity for an Account Manager to join an established market leading business within the Print Industry in the Midlands and become a valuable part of the Business Development team.
Benefits: Car or Car Allowance, £100k OTE, Pension and Team Events
We have an opportunity for an Account Manager to join an established market leading business within the Managed Print Industry in the Midlands and become a valuable part of the Business Development team.
This role is a 50/50 split of Account Management and New Business Development, so it's a fantastic opportunity for you to take on a portfolio of 100 accounts and start earning commission from week one!
£35,000 - £40,000, Plus Car or Car Allowance, £75k OTE
An exciting National Account Manager opportunity has arisen with one of the leading independent fresh produce businesses in the UK and Europe in their vegetable category.
The client
You will be working on some of the top grocery accounts to grow sales in their vegetable category.
The business is family run but is in an exciting phase of growth and expansion.
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Company Overview
Join a prominent financial services firm based in Birmingham who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.
General
The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.
We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients.