Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Are you ready to embark on an exciting and financially rewarding journey in the field of sales?
If you have a passion for sales, enjoy the excitement of meeting new people, and are seeking a thriving career, this opportunity is tailor-made for you!
Join our global business, which is experiencing growth and offering significant opportunities for dynamic, motivated, and results-driven individuals to be part of our expanding team.
We are seeking an experienced and dynamic Commercial Manager with a strong background in construction to join our team.
Our client is a leading construction firm with a commitment to quality, innovation, and sustainability, we deliver projects that transform communities and exceed client expectations.
Manage client relationships and act as the primary point of contact for clients.
Maintain accurate and up-to-date financial records using Xero for a portfolio of clients.
General
Our client based in the Monmouth area NP25 5JA is recruiting for a Client Manager - This is a part-time role, flexible working and offers hybrid working