Are you a competent IFA Administrator with some paraplanning skills, looking to work in a small, friendly team?
This is a full-time position, working 4 days per week, with every Friday off!
Our Client is a successful and award-winning Financial Advice firm, based on the outskirts of Stockton, providing a highly-client-focused, holistic financial planning service to individuals and small business owners.
Posted by IDEX Consulting Ltd • £22K/yr to £28K/yr
Duties will include
Deal effectively with queries from clients and other parties through effective communication and build relationships with clients and be the point of contact via email and telephone.
General
A reputable and well known Financial Advisory business are now actively looking to hire a Trainee Paraplanner in to their established team.
The business has a strong emphasis on a positive working culture which is demonstrated by the longevity of many within the office.
You will be required to provide excellent customer service and day to day handling of all existing policy holder requirements post sale and pre renewal for our Delegated Authority, Property Owners & Household products.
We have an exciting opportunity for a hard-working and personable person to join the team as our new Customer Support Specialist.
You will take relevant actions to ensure we retain the business at every opportunity by enhancing the customer experience.
Ashley Kate are delighted to be supporting a great business as they look to recruit an interim HR Advisor for a period of 12 months to cover maternity leave.
Are you an experienced HR Advisor available immediately
Are you an experienced HR Coordinator/Officer looking for advisory experience?