The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients' financial needs and goals.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1).
If you live near Exeter and have a passion for providing excellent customer service, we have an exciting opportunity become available.
You will be in a positive working environment, as part of a dynamic team - within our established international family shoe business, Marsh Footwear Brands, which consists of the following brands;
Rainbow Club are UK & Europe's leading designers, makers & colourists of handmade fabric occasion footwear - established in 1986 & a second generation family business.
Posted by AMR - Specialist Property Recruiters • £32K/yr to £34K/yr
Role Objectives
To provide sales, administrative and marketing support effectively and efficiently to the Manager and New Homes Sales team and to provide the highest level of customer service.
To work pro-actively to assist both the department sales team and Management to grow the company's business and to continue to raise the Company's profile across all sectors of the business.
General
A prestigious estate agency that has built up a highly professional reputation and is now the number one agent within a very competitive market currently have a vacancy for a Customer Relationship Manager working within their fast-paced City Centre New Homes department with a salary up to £34,000 to include benefits and bonuses pa.