Posted by Resource Matters Ltd • £55K/yr to £60K/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.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
A highly regarded independent Commercial Insurance Broker are looking to appoint an Insurance Administrator to support their Commercial Broking teams.
The Insurance Administrator will provide broking support to several commercial Account Handling teams with administering the client portfolio, including setting up all appropriate actions required for contract renewal.
They seek an organised individual with excellent attention to detail and previous commercial insurance experience to support the needs of a diverse and interesting group of clients.
Posted by Cavendish Maine Recruitment • £28K/yr to £42K/yr
They seek driven and motivated professionals with previous commercial insurance experience to support the needs of a diverse and interesting group of clients.
A highly regarded independent Commercial Broker are currently looking to add home based (remote) Commercial Account Handlers to both their new business and their Renewals teams.
The Account Handler will provide support to the Account Executive with running of the client portfolio, including setting up all appropriate actions required for contract renewal.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
My client is established as one of the country's leading independent insurance specialists, and they are committed to providing clients with First Class customer service.
The company is looking for an enthusiastic, dynamic, and target driven Commercial Account Handler with a proven track record of continued client delivery success.
The successful candidate will help drive busines growth, support and train other team members and work within a dynamic growing team.
Our Directly Authorised clients are currently looking for an experienced Self-Employed Mortgage Advisor with their own client bank to join their team who are based in Leicester and operates across the UK.
This will be a remote position and full admin support will be optional.
Salary package on offer for the role of Mortgage Advisor