IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team.
The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients.
The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month).
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Fast Track Mortgage Adviser Academy offering what we believe is the UK's best opportunity to commence a long-term career in Financial Services becoming a full time, employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers with home based working after the first 16 weeks of office-based training.
Basis: Full time, permanent, employed role.
(Home based once the first 16 weeks of training at our offices is completed)
Client Advisor / On Market Client Advisor / Customer Service / Advisor / NG6
The Recruitment Group is working with a leading land and new homes expert company providing a complete range of specialist services and products for Housebuilders, Housing Associations, Local Authorities and Investors, through to start-ups and niche providers across the UK.
Full time Monday to Friday rotating shift patterns - 8:30am 5:00pm / week 2 9:00am 5:30pm plus 1 in 3 weekends
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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 onto paraplanning and study for industry exams, with a hybrid working pattern.
As a result of impressive ongoing growth, this top UK independent insurance broker seeks a specialist Professional Indemnity Account Executive to work within its formidable PII team.
Our client is one of the most successful, truly independent commercial insurance brokers, with total GWP in the region of £300M.
Regularly featuring in the insurance press, this company is very much in growth mode, both via organic expansion, and the acquisition of quality insurance broking firms UK-wide.
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 Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.