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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential. There will be the opportunity to service existing clients and gain referrals from within the company to build your business.
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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
Financial Administrator - Newcastle upon Tyne, Tyne and WearMy well established Financial Services client is looking to appoint and experience Financial Administrator to join their ever growing team on a permanent full time basis.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients.
MI Manager required by a leading financial services organisation located within their East Sussex head offices. Reporting directly to the Director of IT the MI Manager will be responsible for the development and production of all internal and external MI reporting requirements to support all business units to assist in the business decision making process.
You will be dealing with a range of SME and large clients and run your own diary, you will have the support of technical paraplanners and administrators. The role requires an experienced Corporate Adviser who has an excellent understand of the corporate / employee benefits market and ideally be CFP qualified with progress towards Diploma / Dip PFS.
You will be dealing with a range of SME and large clients and run your own diary, you will have the support of technical paraplanners and administrators. The role requires an experienced Corporate Adviser who has an excellent understand of the corporate / employee benefits market and ideally be CFP qualified with progress towards Diploma / Dip PFS.
Our client is on the lookout for a high calibre sales and marketing professional with a finance background. This is an excellent opportunity to join a company that is part of one of the most respected financial services organisations in the UK and has aggressive plans for growth.
An experienced HR Operations Manager is required to assume responsibility for all the elements of the HR function, managing the team and supporting the business in its daily HR activities.
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