230 Telephone Sales Jobs

Main responsibilities Booking client review meetings and preparing meeting files Managing routine client communications and build a trusted relationship with clients via phone and e-mail Prepare investment illustrations. preparing/creating applicatio...

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Working for a well known and highly respected financial services company you will provide exceptional administrative support for clients and financial advisers. The position of IFA Administrator would suit a highly professional individual demonstrati...

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We are currently recruiting a Financial Planning practice based in Gerrards Cross who are looking to recruit a Career IFA Administrator. This is a remote based role that would require you to go to the office once a month. Job Purpose: An excellent op...

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Financial Planning Administrator North Somerset Salary 25,000 - 38,0000 p.a., DoE plus benefits We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team. Work...

Go to similar: Administrator jobs

Working for a well known and highly respected financial services company you will provide exceptional administrative support for clients and financial advisers. The position of IFA Administrator would suit a highly professional individual demonstrati...

Go to similar: Administrator jobs

Working for a well known and highly respected financial services company you will provide exceptional administrative support for clients and financial advisers. The position of IFA Administrator would suit a highly professional individual demonstrati...

Go to similar: Administrator jobs

Working for a well known and highly respected financial services company you will provide exceptional administrative support for clients and financial advisers. The position of IFA Administrator would suit a highly professional individual demonstrati...

Go to similar: Administrator jobs

IFA Administrator - Hours: Part time - 21 hours over 3 days Nottingham (Our ref AL1300) (home working 1 day per week can be considered) Salary: 15.00 per hour - 21 hours per week = 16,380 per annum. Ideally, be available to work additional hours to p...

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My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, ju...

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REED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team as an Assista...

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Investment and Pension Administrator South Leicestershire Salary c 22,000 - c 30,000 dep on exp plus benefits Monday to Friday 9.00 am - 5.00 pm (some flex may be available) (our ref AL1291) My client is an established Independent Wealth Management o...

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Wealth Management Administrator Derbyshire - DE7 (Our Ref AL1295) - hybrid (3 days office/2 days home, open to negotiation) Salary 25,000 - 28,000 depending on experience benefits My client is part of an award-winning Wealth Management organisation a...

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Overview: Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providin...

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Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client b...

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We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions with...

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24,000 - 26,000 Up to 15% annual bonus Reigate (hybrid option after training) 28 days holiday per year plus bank holidays 35-hour working week (Monday to Friday only, no weekends) Private Medical Insurance Employee Assistance Programme 150 towards gl...

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Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, ...

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We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strengt...

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Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their e...

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Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their e...

Go to similar: Administrator jobs

My client is an EPIC, WONDERFUL IFA FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporting ...

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My client is an EPIC, WONDERFUL IFA FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporting ...

Go to similar: Administrator jobs

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their e...

Go to similar: Administrator jobs

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their e...

Go to similar: Administrator jobs

Role purpose: To lead and oversee administrative support to the Partner Practice to ensure that the relationships between the Practice and clients can be optimised. Maintain existing business with current clients, grow business relationships with cur...

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