Posted by Brown & Brown (Europe) • £40K/yr to £70K/yr
Overview
At Alan & Thomas Insurance (part of Brown & Brown Europe) we are currently looking for a Commercial Account Executive to join the welcoming and experienced team in the Newbury office (or Poole or Gillingham).
General
This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance.
In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
Full study support for ATT or STEP or part qualified candidates will be considered
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
Full study support for ATT or STEP or part qualified candidates will be considered
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.