Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Duties and responsibilities
Key Performance Indicators.
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Posted by Robinson Financial Careers • £27K/yr to £35K/yr
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
A long-standing professional services firm are recruiting at either Semi Senior or Senior Accountant level they are modern in technology and methods, large enough to offer a great career but small enough to recognise the individual and commutable from Nottingham, Derby, Long Eaton, Ilkeston and the surrounding areas are hiring a key job vacancy to join their team.
Anyone from Semi Senior to an experienced Senior level can be considered, so long as you have some experience gained from working in an accountancy practice.
The firm offer a friendly and supportive work environment, conducive to an employee who is keen to gain broad experience within an accountancy firm.