Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Preparing reports and quotes, processing applications, managing adviser diaries, using back office and provider online systems, answering the telephone, greeting clients.Training:
Level 3 Business Administration Apprenticeship Standard delivered by Chelmsford College
At least 20% of your working hours will be spent training or studying
6-7 hours per week will be spent on "off-the-job training"
Training is provided both remotely and in the workplace
Details will be made available at a later date
Training Outcome:Possibility for continued employment or career progression after the apprenticeship.Employer Description:Fairstone Group is a national firm of Independent Financial Advisers assisting clients with Investments, Pensions, Mortgages and ProtectionWorking Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working....Read more...
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Role Overview: We are seeking experienced freelance recruiters to join our fast-growing global network. This is a fully remote opportunity where you'll collaborate with other recruiters to fill more roles through split-fee partnerships.
Key Responsibilities:
Upload your live roles or candidate profiles
Get matched with complementary recruiters via our AI-powered Xchange Engine
Collaborate on investments and agree to a 50/50 fee split
Manage your time and workflow independently – no KPIs or targets
What We Provide:
Access to over 120 live roles and recruiters looking to collaborate
AI-matching to streamline your investments
Transparent commission structure (50/50 split)
Community support, resources, and ongoing updates
14-day free trial with no long-term commitment
....Read more...
Sacco Mann are recruiting for a Solicitor or Chartered Legal Executive with strong Commercial Property experience to join a leading law firm in Peterborough as Head of Department. This is an exciting role for a commercially focused candidate to work alongside two extremely experienced partners. The already successful Commercial Property team is looking for a focused individual, who strives to succeed and who has strong commercial awareness. Joining the department, you will be heading up a small team, alongside a newly qualified solicitor and a legal secretary. You will be working on a mixed caseload of commercial property transactions for the firm’s clients including investments, acquisitions and disposals, development, construction, landlord and tenant matters, commercial mortgages, and more. The firm are wanting to speak with qualified Solicitors who have extensive Commercial Property experience and are looking for a Head of Department position. If you are interested in this Commercial Property Solicitor role in Peterborough then please get in touch with Vicky Cavendish on 0113 236 6713 to find out more information or if you’ve a CV to hand, please submit this for review. To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website....Read more...
An opportunity has arisen for a Property Inspection Clerk / Property Inspections Consultant to join a well-established property group offering residential sales, lettings, and property management services and supporting buyers, sellers, landlords, tenants, and developers with a full range of real estate solutions.
As a Property Inspection Clerk, you will be visiting properties, producing condition reports, liaising with tenants, and supporting landlords in the management of their investments.
This role can be full-time or part-time (4 days per week) offering a salary range of circa £28,000 - £30,000 plus car allowance and benefits. You will be covering Brentwood, Billericay and Romford area.
You will be responsible for:
? Carrying out property inspections using bespoke software on a tablet device.
? Compiling detailed reports to document the condition of properties before, during, and at the end of tenancies.
? Preparing accurate check-out reports prior to tenants vacating a property.
? Mediating between landlords and tenants regarding end-of-tenancy condition disputes.
? Producing and submitting paperwork for adjudication when required.
What we are looking for:
? Previously worked as a Property Inspector, Lettings Coordinator, Lettings Administrator, Tenancy manager, Property Manager, Property Inspection Clerk, Inventory Clerkor in a similar role.
? Background in dealing face-to-face with the public.
? Ideally have experience within residential lettings (Full Training provided)
? Excellent attention to detail and communication skills.
? Skilled in MS Office and mobile applications.
? Valid UK driving licence and access to own car.
What's on offer:
? Competitive salary
? 21 days plus Bank Holidays
? Birthday off
? Performance-based bonuses
This is an excellent opportunity to join a supportive team within a well-regarded property management environment.
Important Information: W....Read more...
Welders & Fabricators
Welders & Fabricators Salary: £16.50 -20.38ph
Please only apply if you have the permanent right to work in the UK, applications without the permanent right to work will be automatically rejected.
Are you an experienced welder or fabricator looking for work? Are you wanting to join a business that is rapidly expanding, and has huge investments and contracts that will last for many years?
To keep the role interesting, you will also be welding on a variety of materials, a huge variety of jobs, you will have the opportunity to learn new skills if you haven't already worked on exotic alloys and the quality is second to none.
The successful Welder Fabricator will need:
- Previous experience of fabricating or welding using TIG on thin gauge metal up to 3.5mm
- Experience in welding on stainless steel, Inconel, aluminium or titanium
- The ability to read engineering drawings
In return Welders & Fabricators will:
- Earn whilst you learn.
- If you are already a fully skilled TIG Welder or Fabricator you will earn up to £19.60 per hour
- Work a 4-day week. Monday to Thursday.
- Overtime available on Fridays and Saturdays at time and half
- Get over 5 weeks of paid leave increasing to 6 weeks with service
- Receive health care and death-in-service benefits from day 1
- Have the ability to progress your career as they always try to recruit from within
- Welding to aerospace standards would be a distinct advantage but not essential. The business exports its products worldwide and works in many sectors including F1 and aerospace.
What Next?
If you're a skilled Welder or Fabricator looking to take your career to that next level, apply now or call/message Hayden at Holt Engineering on 07955 081 482.....Read more...
About the Firm
Due to continued expansion, a leading law firm is seeking a driven Corporate & Commercial Solicitor to join their team. The firm is known for its high-quality legal services and supportive working environment, offering a great opportunity for career development.
Job Role This role offers exposure to a diverse range of corporate and commercial work, including private M&A transactions, asset sales, reorganisations, fundraisings, EIS/SEIS investments, joint ventures, shareholder exits, share schemes, and shareholders agreements. The firm is open to candidates of all PQE levels.
Key Responsibilities
Handling a broad range of corporate and commercial transactions
Advising on mergers, acquisitions, and asset sales
Assisting with shareholder agreements and share schemes
Providing strategic legal advice to clients
Working collaboratively with other teams within the firm
Job Requirements
Qualified Solicitor (all PQE levels considered)
Strong technical expertise in corporate and commercial law
Excellent client care and relationship-building skills
Ability to work independently and as part of a team
Strong commercial awareness and problem-solving skills
What’s on Offer
Competitive salary & benefits package
Private healthcare scheme & life insurance
Flexible working opportunities, including part-time options
A great work-life balance with offices in beautiful rural locations
A friendly and supportive working environment
If you would be interested in knowing more about this Shrewsbury based Corporate & Commercial Solicitor role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
About the Firm
Due to continued expansion, a leading law firm is seeking a driven Corporate & Commercial Solicitor to join their team. The firm is known for its high-quality legal services and supportive working environment, offering a great opportunity for career development.
Job Role This role offers exposure to a diverse range of corporate and commercial work, including private M&A transactions, asset sales, reorganisations, fundraisings, EIS/SEIS investments, joint ventures, shareholder exits, share schemes, and shareholders agreements. The firm is open to candidates of all PQE levels.
Key Responsibilities
Handling a broad range of corporate and commercial transactions
Advising on mergers, acquisitions, and asset sales
Assisting with shareholder agreements and share schemes
Providing strategic legal advice to clients
Working collaboratively with other teams within the firm
Job Requirements
Qualified Solicitor (all PQE levels considered)
Strong technical expertise in corporate and commercial law
Excellent client care and relationship-building skills
Ability to work independently and as part of a team
Strong commercial awareness and problem-solving skills
What’s on Offer
Competitive salary & benefits package
Private healthcare scheme & life insurance
Flexible working opportunities, including part-time options
A great work-life balance with offices in beautiful rural locations
A friendly and supportive working environment
If you would be interested in knowing more about this Telford based Corporate & Commercial Solicitor role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
About the Firm
Due to continued expansion, a leading law firm is seeking a driven Corporate & Commercial Solicitor to join their team. The firm is known for its high-quality legal services and supportive working environment, offering a great opportunity for career development.
Job Role This role offers exposure to a diverse range of corporate and commercial work, including private M&A transactions, asset sales, reorganisations, fundraisings, EIS/SEIS investments, joint ventures, shareholder exits, share schemes, and shareholders agreements. The firm is open to candidates of all PQE levels.
Key Responsibilities
Handling a broad range of corporate and commercial transactions
Advising on mergers, acquisitions, and asset sales
Assisting with shareholder agreements and share schemes
Providing strategic legal advice to clients
Working collaboratively with other teams within the firm
Job Requirements
Qualified Solicitor (all PQE levels considered)
Strong technical expertise in corporate and commercial law
Excellent client care and relationship-building skills
Ability to work independently and as part of a team
Strong commercial awareness and problem-solving skills
What’s on Offer
Competitive salary & benefits package
Private healthcare scheme & life insurance
Flexible working opportunities, including part-time options
A great work-life balance with offices in beautiful rural locations
A friendly and supportive working environment
If you would be interested in knowing more about this Hereford based Corporate & Commercial Solicitor role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
About the Firm
Due to continued expansion, a leading law firm is seeking a driven Corporate & Commercial Solicitor to join their team. The firm is known for its high-quality legal services and supportive working environment, offering a great opportunity for career development.
Job Role This role offers exposure to a diverse range of corporate and commercial work, including private M&A transactions, asset sales, reorganisations, fundraisings, EIS/SEIS investments, joint ventures, shareholder exits, share schemes, and shareholders agreements. The firm is open to candidates of all PQE levels.
Key Responsibilities
Handling a broad range of corporate and commercial transactions
Advising on mergers, acquisitions, and asset sales
Assisting with shareholder agreements and share schemes
Providing strategic legal advice to clients
Working collaboratively with other teams within the firm
Job Requirements
Qualified Solicitor (all PQE levels considered)
Strong technical expertise in corporate and commercial law
Excellent client care and relationship-building skills
Ability to work independently and as part of a team
Strong commercial awareness and problem-solving skills
What’s on Offer
Competitive salary & benefits package
Private healthcare scheme & life insurance
Flexible working opportunities, including part-time options
A great work-life balance with offices in beautiful rural locations
A friendly and supportive working environment
If you would be interested in knowing more about this Oswestry based Corporate & Commercial Solicitor role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
About the Firm
Due to continued expansion, a leading law firm is seeking a driven Corporate & Commercial Solicitor to join their team. The firm is known for its high-quality legal services and supportive working environment, offering a great opportunity for career development.
Job Role This role offers exposure to a diverse range of corporate and commercial work, including private M&A transactions, asset sales, reorganisations, fundraisings, EIS/SEIS investments, joint ventures, shareholder exits, share schemes, and shareholders agreements. The firm is open to candidates of all PQE levels.
Key Responsibilities
Handling a broad range of corporate and commercial transactions
Advising on mergers, acquisitions, and asset sales
Assisting with shareholder agreements and share schemes
Providing strategic legal advice to clients
Working collaboratively with other teams within the firm
Job Requirements
Qualified Solicitor (all PQE levels considered)
Strong technical expertise in corporate and commercial law
Excellent client care and relationship-building skills
Ability to work independently and as part of a team
Strong commercial awareness and problem-solving skills
What’s on Offer
Competitive salary & benefits package
Private healthcare scheme & life insurance
Flexible working opportunities, including part-time options
A great work-life balance with offices in beautiful rural locations
A friendly and supportive working environment
If you would be interested in knowing more about this Ludlow based Corporate & Commercial Solicitor role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
We are working with a founders-led premium nursery group currently operating 4 sites, based in the Northeast London. The group has recently secured investments and is looking to expand its footprint in the area.I’m looking for a Finance Director with a Nursery or educational background, and experience working as part of a small team, or who is open to working with a funder-led business. This pivotal role ensures fiscal integrity, strategic decision-making and efficient resource allocation to support the nurturing and development of children.Responsibilities:
Analyse businesses and identify acquisition opportunities, executing pre-diligence financial and strategic fit assessments.Build and manage financial models to inform investment decisions, valuations, and proposed deal terms in partnership with property consultants.Evaluate performance of acquisitions in collaboration with Co-Managing Directors, measuring actuals versus projections.Lead strategy for company growth and transformation post-acquisition, specifically within the Early Years sector.Conduct market research to assess trends, competition, and opportunities, supporting market share expansion.Provide strategic financial leadership, oversee capital investment cases, and ensure effective reporting dashboards for new initiatives.Support leadership in commercial decision-making, regulatory compliance, and efficient process delivery.Oversee robust financial planning, budgeting, forecasting, payroll processes, external audits, and maintain financial policies.
Candidate Profile:
Fully Qualified Accountant (CIMA/ACCA/ACA).Experience in the Nursery or Education environment is a must.A background in private equity or venture capital.Excellent written and verbal communication skills.Commercial approach to financial management.
....Read more...
Core responsibilities will include:
Fixed Asset Processes:
Maintenance of the Fixed Asset Register
Maintain the Fixed Asset Investments Approvals – Insikt
Fixed Asset Additions
Fixed Asset Disposals
Fixed Asset Depreciation (inc. accelerated depreciation)
Fixed Asset WIP Management and Commissioning
Intangible Assets management and accounting (including consolidation adjustments)
Business Area Sales Analysis – generation and distribution
Bank Reconciliations Process
Sales Dispatch Process
Sales Volume weekly reporting process
VAT / INTRASTAT reporting and submission
Management Accounting
Supporting with profit & loss, balance sheets and cashflow
Utilities Accounting
Other ad hoc duties as required
Training:The course content will be taught through face-to-face training sessions at our Derby training hub, which is based in the city centre.
The face-to-face sessions will run once a week for the duration of the programme. Training Outcome:Opportunity for a full-time position within the team upon completion of the apprenticeship programme.Employer Description:We are building a sustainable development company where we are dedicated in delivering high quality affordable homes that enrich the communities we are creating . We are committed in assisting the delivery of the governments housing targets and levelling up. We do this by using the combined capital resources of Private equity, Housing Associations, Retirement & Care Providers to establish a pipeline of opportunities. We deliver these through our very experienced team underpinned by strong partnerships as the foundation of our business.Working Hours :Monday to Friday, between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
The Business Administrator role will be instrumental in managing and enhancing customer relationships within the financial sector. The role aims to ensure customer satisfaction by delivering exceptional customer service. The Business Administrator will provide support to three financial advisors. This position is crucial for maintaining the company's reputation and fostering loyalty among clients.
Key Responsibilities:
Responsible for the reception area, including greeting clients and providing a positive and welcoming experience
Answering the telephone, taking and passing on messages by email
Managing and monitoring the sales force database which includes matching fees to clients on the CRM system
Preparation of pre-meeting documentation which includes creating client valuations and illustrations as directed by the advisers
Managing client appointments including scheduling and follow up as appropriate
Handling client post and scanning documents to their files
Management of quarterly bulk client mailing
Management and distribution of company emails received through our website
Assist our Customer Relations Manager in the preparation of client’s periodic suitability reports following their annual reviews
Training:The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.Training Outcome:Career progression possible in time to other more experienced roles within the company for example Customer Relations Co-ordinator.Employer Description:NKT Financial Solutions was founded in 2007 and offers expert advice to individuals and businesses covering everything from pensions, savings and investments to insurances and mortgages.Working Hours :Monday - Friday (9am-5pm) - 1-hour lunch breakSkills: Communication skills,IT skills,Organisation skills,Team working,Initiative,Attention to detail,Customer care skills....Read more...
The successful applicant will be joining our existing admin team to work alongside them as follows:
Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience
Processing individual new business applications and tracking the progress up to completion
Dealing with providers and clients to obtain relevant policy information and documentation
General day to day servicing and upkeep of client’s existing business
Dealing with clients and insurers on behalf of the advisers
Producing accurate valuations and letters for clients
Efficient and accurate diary management – monitoring, updating and chasing regularly
Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures
Opening, sorting and distributing post and collection of post at the end of the day
Answering the telephone, dealing with calls appropriately either by themself or directing the call to the appropriate member of staff or by taking accurate and detailed messages
Scanning
Training:You will access your training online from the employers site address.Training Outcome:We would be looking to offer a permanent role based on the skills learnt over the apprenticeship. There will also be the opportunity to gain professional financial services qualifications.Employer Description:We are a family run Chartered Financial Planning firm and offer excellent independent financial advice and service to our clients at all times. We deal with individual and corporate clients and deal in retirement planning, investments, tax planning and also mortgages and life cover.Working Hours :Monday to Friday
9am to 5.30pm with 1 hour for lunch (unpaid)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
