You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
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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Financial Planning and Consultancy Business
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United Kingdom
Contract : Permanent - Salary : £50K + Bonus
You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
Job from theladders.co.uk published on 2012 April 18
Wealth Management Company
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Middlesbrough -
Yorkshire and the Humber -
United Kingdom
Contract : Permanent - Salary : £55K - £60K
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.
Job from theladders.co.uk published on 2012 May 09
The Management Recruitment Group
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london, South East
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United Kingdom
Contract : Permanent - Salary : £25000 - £29000/annum
Vibrant forward thinking Property/Estates Consultancy are now seeking an experienced and commercially aware Bid Coordinator/Writer to work out of their Central London office. They have a flat management structure within the business and their ethos is to allow individuals to fulfil their full potential and grow organically.
Job from cv-library.co.uk published on 2012 May 17
Financial Planning and Consultancy
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-
United Kingdom
Contract : Permanent - Salary : £50K Base, £75K OTE
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
Job from theladders.co.uk published on 2012 May 11
Financial Planning and Consultancy
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-
United Kingdom
Contract : Permanent - Salary : £50K Base, £75K OTE
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
Job from theladders.co.uk published on 2012 May 11
Financial Planning and Consultancy
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-
United Kingdom
Contract : Permanent - Salary : £50K Base, £75K OTE
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team.
Job from theladders.co.uk published on 2012 May 11
Leading Asset Management Firm
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United Kingdom
Contract : Permanent - Salary : £60K + Bonus
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.
Job from theladders.co.uk published on 2012 May 04
Leading Asset Management Firm
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-
United Kingdom
Contract : Permanent - Salary : £60K + Bonus
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.
Job from theladders.co.uk published on 2012 May 04
Charity Travel Management Company
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United Kingdom
Contract : Permanent - Salary : Up to £70K OTE + Car
The role combines elements of new business development and account management of an established customer base. Clients annual spend would normally be in the range of £100k - £1,000,000. Previous experience in this sector is not required.
Job from theladders.co.uk published on 2012 May 02
Group 4 Securicor
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United Kingdom
Contract : Permanent - Salary : n/a
The purpose of the role is to manage the financial reporting of 50 Head Office entities, including G4S plc, G4S Corporate Services Limited, G4S International Employment Services Limited (a global employment company) and a significant number of UK and overseas holding companies.
Job from theladders.co.uk published on 2012 May 16