Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
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.
Key Responsibilities
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
To provide a helpful, professional & efficient contact handling experience to all customers contacting the Customer Service Centre; across all contact channels, using the appropriate telephony system and social care case management system.
25 hours per week -
The shifts are Monday Friday 5:30pm 11:30pm and Sat/Sun 8am 11:30pm.
Being the first point of contact for the firms Residential Conveyancing clients, you will be responsible for managing and expanding relationships with key referrers, overseeing account operations and developing strategic partnerships ensuring client satisfaction whilst driving further growth for the department.
We are recruiting an unmissable opportunity for an experienced candidate to join a leading law firm as a National Accounts Manager, working closely with key Residential Conveyancing national referrers, and developing strategic partnerships across multiple regions.
This role will be based in the Midlands and remotely, and you will build and maintain strong relationships and drive sales across national accounts.
Moving from a start up to a scale up, our client recognises that the quality of student accommodation and the service that they are provided with, can make or break a whole experience.
Due to company growth, Kenny Recruit have partnered with an ambitious, high quality student accommodation company to find a Lettings Manager on a permanent basis.
Having recently expanded into Lincoln; the plan is to become nationwide.
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Posted by Public Practice Recruitment Ltd • £100K/yr to £140K/yr
We're looking for a driven candidate who can deliver sound strategic thinking whilst proactively rolling up their sleeves and getting stuck into service delivery.
Are you an experienced Director at the top of your game looking for an opportunity to make a real difference at a reputable accountancy practice?