We are currently looking for a Mortgage and Protection Adviser to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Swindon
The position will be based in Swindon, with leads provided from the Estate Agency team.
The successful Mortgage and Protection Adviser will be offered
Financial Advisor are looking for a data protection consultant for a 6 month contract to take the firm through a certification process, bringing it into a more compliant state, and taking a business through GDPR.
You will be there to lead on implementing a comprehensive data protection and compliance program.
Please note this is outside IR35 and is fully remote.
We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients' needs.
As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance.
This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
This role offers home based / remote working with access to office locations if preferred.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
As a result of ongoing growth, this leading global insurance broker has an exciting opening for an experienced Commercial Account Executive to inherit a portfolio of accounts.
Our client is the largest broker in the South West, and well-entrenched in the local business community and beyond.
Enjoying phenomenal success, the company hit its 2023 annual targets by the end of Q1, and as such, this growth offers very attractive career-development opportunities.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.