Are you a confident and engaging customer focussed individual who wants to take your sales career to the next level?
Are you an enthusiastic and innovative relationship builder looking for a new fast paced challenge which will enhance your customer interaction and sales skills without any cold calling?
This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.
General
A modern, forward-thinking business that place technology at the heart of everything that they do and with a state-of-the-art office premise - this is a firm that is moving in the right direction.
Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career in Financial Planning.
This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.
General
A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction.
Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
My successful client is looking for an efficient and effective team player who wants to learn how to provide a pro-active and comprehensive customer support service to partners across the UK and Europe.
Are you looking for a career where you can learn and develop?
Are you a proactive individual with a passion for customer service?
Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced Paraplanner to join their friendly team.
This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice.
The company encourage a supportive environment for career progression and development.
They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well.
The Company
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team.
They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction.