Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Supports the Team to deliver an excellent and comprehensive service in the administration of new business, renewal and mid-term changes so that customers' needs are best satisfied through suitable cover and pricing.
Key Responsibilities
Participates in team meetings as required, reporting on business progress within their area of expertise.
Works with minimal mentorship to prioritise own work activities to ensure that personal and Team objectives are achieved.
With our client, their customers have their own dedicated property lawyer to guide them every step of the way to ensure everything runs as smoothly as possible.
Our client knows that purchasing or selling a house can be a major life event.
Their mission is to transform the conveyancing industry so that buying or selling a home is a smooth and enjoyable experience.
Due Diligence Officer - Join a Leading Commercial Law Firm
Specializing in sectors like housing, local government, health and social care, as well as construction, energy, higher education, and financial services, this firm delivers expert legal and advisory services to nearly 2,000 organizations across the UK.
Are you ready to be part of a growing and award-winning team in a top commercial law firm?
A professional and robust Insurance Broker with a passionate approach to client service and general business values.
The Opportunity
You will look to develop a client portfolio across Commercial lines.
General
The account handler and account executive team are secure, performing well and as budgets are allowing, there is room for another account executive to join their Bristol office.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.