We are currently recruiting for an Information, Advice and Guidance Advisor who can provide support to local unemployed, economically inactive and in work residents and help them progress towards a positive destination (employment, education, training or volunteering).
The role will be to support the UKSPF funded Employment and Skills Project- South Yorkshire, hence their will be a requirement to complete registration paper work with each resident and produce a SMART action plan which helps them to address their barriers to progression.
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.
We are recruiting for a dynamic organisation with offices on the outskirts of Leeds who are seeking 2 customer service advisers to support a team with a back log of work.
Are you available immediately and looking for a busy customer focused role over the summer?
Working within this fully office based role, the successful candidates will be working 8-5 Monday-Friday until at least the end of August.
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.