You will be responsible for producing new business as well as maintaining and developing business with existing clients. You will use your knowledge of financial products to advise and form a strategy for each individual client and also monitor your portfolio in order to establish and highlight where switches can be made to client's agreed model in order to benefit them.
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You will be responsible for producing new business as well as maintaining and developing business with existing clients. You will use your knowledge of financial products to advise and form a strategy for each individual client and also monitor your portfolio in order to establish and highlight where switches can be made to client's agreed model in order to benefit them.
Senior Payroll Administrator - Devon, South WestSenior Payroll Administrator - Torquay Quartz Recruitment are working with one of the top 50 accountancy firms to help them recruit a Senior Payroll Administrator.
Financial Administrator Exeter Our client a well respected firm based in the heart of Exeter is currently seeking a Financial Planning Administrator to provide administration support to the department. This is a varied and busy role which will include handling emails and letters from clients, answering and transferring telephone calls, filling and scanning of documents and obtaining valuations and preparing consolidated schedules.
Financial Planner - DevonOur client is a firm of Chartered Financial Planners and is offering a fantastic opportunity for an experienced Financial Planner to assist in growing the business, by joining an established talented team.
Financial Planner - Devon, DevonFantastic opportunity for an experienced IFA/Chartered Financial Planner working for a successful and established business in Devon within a professional and friendly team. This position has been created as a result of the companys recent expansion and you will be working with an existing portfolio of their clients.
Tax Specialist Test Analyst-TEC00020653 Description At Thomson Reuters, we deliver intelligent information quickly and efficiently, so professionals have knowledge to act. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare, and media markets, powered by the world's most trusted news organisation.
Our client is a firm of Chartered Financial Planners and is offering a fantastic opportunity for an experienced Financial Planner to assist in growing the business, by joining an established talented team.
Following a departure, my client has re-examined the team structure and decided to up skill the Financial Accounting role. In order to guarantee a smooth transition, they will be bringing on someone for an interim period of up to 4 monthsto launch the new role and troubleshoot any issues presented.
Telesales, Sales, Manufacturing, Telesales Executive - Devon - up to £ 17K depending on experience + commision OTE £ 19K - pension - life assurance - 25 days holiday +.
Our client is a firm of Chartered Financial Planners and is offering a fantastic opportunity for an experienced Financial Planner to assist in growing the business, by joining an established talented team.
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