Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Duties and responsibilities
Key Performance Indicators.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.
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.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
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.
Posted by Tamsin Wheatcroft Recruitment • £25K/yr to £30K/yr
BTR Asset Manager - Hybrid Role (3 days office / 2 days home)
Our client is a rapidly growing business, providing purpose-built housing for the private rental sector throughout the UK, aiming to deliver 2,000 new homes each year.
They offer institutional investor clients a one stop service covering all parts of the BTR (Build To Rent) process from site identification and development through to letting, management and maintenance of the properties.