As an employment Advisor, you will be working directly with a caseload of customers to help them overcome barriers to employment, providing vital support to help people transform their lives.
By motivating and empowering the people you work with, you will equip individuals with the necessary skills and confidence to enable secure and sustained employment.
You will develop strong relationships by encouraging, motivating and challenging your customers to fulfil their potential, whilst ensuring you meet your own job specific targets.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
We're recruiting for an experienced Customer Service Advisor to work for a financial organisation who can offer fantastic progression and development.
£22,369.65 per annum bonus; Leeds, hybrid working
This business has grown over the past 20 years to over 400 staff and they really invest in their people, with fully funded financial qualifications and ongoing support.
As an employment Advisor, you will be working directly with a caseload of customers to help them overcome barriers to employment, providing vital support to help people transform their lives.
By motivating and empowering the people you work with, you will equip individuals with the necessary skills and confidence to enable secure and sustained employment.
You will develop strong relationships by encouraging, motivating and challenging your customers to fulfil their potential, whilst ensuring you meet your own job specific targets.
As an employment Advisor, you will be working directly with a caseload of customers to help them overcome barriers to employment, providing vital support to help people transform their lives.
By motivating and empowering the people you work with, you will equip individuals with the necessary skills and confidence to enable secure and sustained employment.
You will develop strong relationships by encouraging, motivating and challenging your customers to fulfil their potential, whilst ensuring you meet your own job specific targets.
BDM Recruitment are on the look out for a Mortgage Support Administrator, you will provide essential office-based support to our clients Mortgage and Protection Adviser team.
Your role will involve developing, implementing, maintaining, and improving administrative services, either independently or as part of a team.
Due to their continued success, they need additional administrative support in their Financial Services Department to maintain efficient, high-quality, and compliant services for their clients.