The Role: Commercial Account Executive/New Business Developer
We have a fantastic opportunity for an experienced Account Executive to join our company with the responsibility of building and growing a book of business.
This new opportunity will be one to drive growth from new and existing business.
The ideal candidate will have a strong background in Financial Services e.g.
The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities.
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
This role is working within the Service Desk, working as the initial point of contact for all IT related queries, providing first time fixes to incidents and providing excellent customer care.
We are currently recruiting for an IT Endpoint Support Engineer to join this organisations fast-growing IT team.
Resolve Recruitment are delighted to be working with the UK's largest healthcare provider.
My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA and mortgage practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
In this Account Executive role, you will inherit a significant book of business, which you will service and look to develop, but your first priority will be retention.
Also they have an excellent reward package to recognise successful Account Executives.
This is a book with clients whose premiums range up to £100k and is not trade specific, giving you a great mix of Clients.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
My client is a boutique advice practice based in southeast rural Norfolk.
Key duties
Liaising with advisers and colleagues in all aspects of the business process.
Our client is a building service provider who offers insurance repairs and complete restoration and maintenance services, they are looking for an experienced Administrator.
We can offer a full or part time role and flexible working hours.
The Role
To assist with the day-to-day administration, scheduling works repairs, progamming, materials orders, accounting and provide support to the management and field delivery team.