Job Summary To take inbound calls to sell Legal General products depending on specific campaign criteria, by establishing customer requirements and selling suitable company products relevant to those requirements, ensuring at all times the service given is of the highest possible standard. Key R...
The Company
I am presently recruiting on behalf of an award winning city centre based IFA practice who are looking to expand their team due to new business won by their consultants.
The Role
Complete all compliance administration associated with new business
Ensure new business submitted ...
Sales Support Executive – Independent Financial Adviser High Net Worth Financial Consultancy based, Surrey £22,000 - £25,000 + Excellent Benefits Package This is a unique opportunity to work as a Sales Support Administrator within one of the UK’s leading Financial Advisory Company’s based in Guildf...
Organisation Description Independent Financial Adviser based in Surrey. Job Description Sales Support Administrator required to assist Consultants on the Private Clients side of the business. The successful candidate will be required to prepare information documentation for consultant client m...
Organisation Description Independent Financial Adviser based in Surrey. Job Description Sales Support Administrator required to assist Consultants on the Private Clients side of the business. The successful candidate will be required to prepare information documentation for consultant client m...
IFA Administrator, Surrey. (Part- Time) c£8 p/h. A small, very successful IFA based in the heart of Surrey are looking to recruit a Sales Support/IFA Administrator on a Part Time basis. This firm offers a bespoke service to meet their clients needs and work on a very consultative approach. They deal...
Our client a leading firm of Independent Financial Advisors are looking for an experienced Financials Services Administrator to run their support function in their busy Bristol office. You will be involved in the day to day running of all of the administrative support for the IFAs. This will includ...
The Company
I am presently recruiting on behalf of an large Financial services organization based in the center of Leeds. This company has a nationwide presence and continues to grow from strength to strength being recognised as one of the top ten national IFA firms.
The Role
You will be ...
Organisation Description My client is a leading business providing pensions advice, administration and investment management. They are looking for a FINANCIAL PLANNING ASSISTANT to provide support to the advisory team to enable quality advice to be given to clients. Job Description Source suitab...
Organisation Description A large organisation in Farnborough is seeking an Secretarial Administrator with excellent typing skills of 65wpm + Job Description The role will see the successful candidate providing secretarial support and also Front of house reception duties. The ideal candidate wil...
