Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
You will be supporting the work of the Visit Management team and will be responsible for the daily management and completion of specialist visits being conducted by our Field team on behalf of our Clients.
Our client is one of the UK's leading Field Services companies specialising in providing external field agency solutions primarily to the utilities sector.
NJR Recruitment is delighted to be working with a well-established , award winning, national firm of Financial Planners who are looking to expand their advising team to support clients in the Warwickshire region.
We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting, although those with experience within a restricted environment would also be welcomed.
The role includes generating new business as well as maintaining a bank of provided clients, producing reports using the company templates and ensuring the company works to regulatory standards.
Role Overview: As a Temporary Customer Service Advisor, you will be the first point of contact for customers, providing exceptional service and support.
You will handle enquiries, resolve issues, and ensure customer satisfaction in a busy environment.
Key Responsibilities
Respond to customer enquiries via telephone, email, and live chat in a timely and professional manner.
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.