We are currently seeking to recruit an experienced Commercial Account Executive to work within a small, friendly team providing client-focussed advice, brokering, and support to existing and future client accounts.
There is dedicated Account Handler support and established processes in place for re-brokering existing cases and managing new business enquiries.
Duties will include generation of new business opportunities, managing existing annual renewals, face-to-face client meetings (both in and out of the office) and general administration.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
An exciting opportunity has arisen for an Insurance Administrator to join our client, a small well-established business who unlike other brokers, are specialists in their industry.
Benefits: Company pension, Company cash plan scheme, Hybrid role (mainly home working)
Our client offers the flexibly to complete the majority of this role remotely with the expectation to attend the office in Warwickshire at least once a month.