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Jobs
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10 05 2012 |
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Key Purpose:
To provide full technical and financial services support to Director/Consultants.
Control and monitor cases from instruction to settlement stage.
Control and monitor the status of all Personal Injury Trust cases
Control and monitor the status of all Financial Services business.
Ensure clients receive a professional service at all times.
Work closely as a team with colleagues
Responsibilities:
Acknowledge new instructions within 24 hours of receipt
Send out Terms of Business letters.
Deal with Personal Injury Trust client telephone calls.
Liaise with Life Office contacts,...
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10 05 2012 |
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Our client is an independent wealth management firm who is currently seeking a Consultant for the Manchester office.
Job Purpose:
In order to maintain and enhance the level of service to clients post RDR and to allow further expansion they require a commercially minded, technically competent and experienced adviser to assist directors in providing proactive financial planning and investment advice to new and existing clients.
Responsibilities:
Working under the supervision of directors you will mange the client relationship for a selection of existing clients by providing pro-active,...
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10 05 2012 |
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Independent Financial adviser
Birmingham
To £35,000 Basic OTE £100,000+ (or Self Employed)
My client is offering employed or self employed to deal with a backlog of very warm clients which require review with additional leads being constantly generated. My client is also offering a fantastic remuneration package for the successful qualified professional with a back office operation that is second to none, and future company share options which will ensure an excellent opportunity for a driven Adviser who will utilise these assets and enjoy the rewards of working in a small team...
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10 05 2012 |
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Trainee IFA
Location – Bath
Salary - £20k +OTE
This leading IFA practice has a rare and exciting opportunity for a Trainee Financial Adviser. You will be supported through completing your qualifications and will be working closely with professionals to ensure that you are gaining the best skills required for success in the role.
Skills required:
Previous Sales experience within a tied or Independent role
Progression toward Diploma qualification
A strong desire to become an IFA
Experience of dealing with Corporate and Individual ClientsPlease view www.idexrecruitment.com for further...
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09 05 2012 |
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Paraplanner - Bury St Edmunds
Salary up to £30,000 + bonus + benefits
A wealth planning firm who have an enviable reputation within the industry are keen to grow the services proposition to private clients receive fee-based financial and wealth planning, this has led to them now requiring a high quality Paraplanner.
You will report to a Director and be responsible for providing in-depth and high quality Paraplanning to a team of Advisers who are continually growing the FUM and AUM by the attraction and execution of new business on a fee-based basis.
You will also analyse the existing...
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