Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
1.
To promote our policy of delivering Client Best Interest outcomes.
Working as part of our friendly and supportive Customer Services team, you will be handling inbound calls from residents, businesses and visitors resolving as many as possible at first point of contact.
Duties also include handling enquiries received via email and through our online forms, occasional face to face duties at our reception and other administrative tasks as required.
Please apply for this role as soon as possible as we will be interviewing applicants as they come in.
Its an exciting time in the Finance department with the implementation of a new finance system (Iplicit) that will be rolled out to all staff around the globe.
My client is in immediate need of a meticulously organized and attentive Audio Typist to fill the role of Receptionist/Secretary within this small team.
They are actively seeking a candidate for full-time employment, but will consider part time too
Serving as the initial interface of the firm, this pivotal position demands a commitment to customer service and robust support for our legal team and staff members.
My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £1m with £500k being their average case.