This new overlay account director role has come about due to expansion and will see you managing named accounts and supporting the client managers. Customers are enterprises in sectors such as retail, manufacturing and finance; sales deals are £multi-million and you will be dealing with IT directors, CTOs and infrastructure managers.
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This new overlay account director role has come about due to expansion and will see you managing named accounts and supporting the client managers. Customers are enterprises in sectors such as retail, manufacturing and finance; sales deals are £multi-million and you will be dealing with IT directors, CTOs and infrastructure managers.
This extremely successful independently owned brokerage is currently seeking an Independent Financial Advisor. As you will be selling a full product range it is essential that you are CAS status, possessing the full FPC or the equivalent, and have worked within a similar role previously.
Our client is a leading firm of IFA's and they are looking to recruit an experienced IFA Administrator. The role will involve liaising with clients and providers in a professional manner, dealing with quotations, preparing valuations and providing general office administrative support to the consultants.
My client a leading Firm of IFA's and are currently recruiting for a Senior Financial Services Administrator. The purpose of the role will be to carry out all the research and report writing working alongside successful financial advisors within the business.
Our client, a highly respected firm of IFA's is currently looking to recruit an experienced Administrator / Paraplanner to join their team. The role will involve Researching investment products and producing reports for advisors, preparing client valuations and reviewing existing portfolios, Keeping accurate records of all communications with clients and providers and attending client meetings.
An opportunity has arisen to join a successful firm of Independent Financial Advisers based in Sheffield as a Sales Support Administrator. Your key responsibilities will be: Processing all new business and seeing it through to completion.
An exciting opportunity has arisen for a Financial Services Administrator to join a leading firm of IFA's. Your main duties will be to develop relationships with clients both over the phone and face to face, produce portfolio reports for clients, diary management, supporting the IFA's and other general office administration.
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