Protection and Wealth Advisor
3 weeks ago
We are seeking an experienced Protection and Wealth Advisor to join our team at MERJE Ltd. As a key member of our team, you'll provide expert advice on life insurance products and help our customers achieve their financial goals.
The Role
As a Protection Advisor, you'll be responsible for providing exceptional customer service and advice on life insurance products via telephone. You'll also have the opportunity to develop your skills and advance your career in a dynamic and supportive environment.
Responsibilities
- Deliver outstanding customer service and advice on life insurance products
- Develop and maintain strong relationships with customers
- Stay up-to-date with industry developments and product changes
- Meet sales targets and deliver outstanding customer outcomes
Requirements
- Proven experience in Financial Services
- Strong understanding of FCA regulatory requirements
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
Estimated Salary Range: £30,000 - £40,000 per annum based on experience
-
Wealth Protection Specialist
2 weeks ago
Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full timeAs a Wealth Protection Specialist with Sellick Partnership Limited - Private Practice, you will play a crucial role in advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters. This is an excellent opportunity to work with a recognised national law firm, providing expertise in estate planning,...
-
Estate and Wealth Protection Advisor
2 weeks ago
Greater Manchester, United Kingdom Actis Recruitment Full timeWe are Actis Legal, a profitable and professionally managed law firm with a strong presence in the North West legal market. Our Private Client team provides tailored and bespoke advice to individuals, identifying suitable career moves and offering a wealth of expertise across all areas.This new opportunity requires a Private Client Specialist with experience...
-
Wealth Protection Specialist
1 month ago
Greater Manchester, United Kingdom Actis Recruitment Full timeAbout the RoleWe are seeking a Wealth Protection Specialist to join our Private Client team. The successful candidate will be responsible for providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.This is an exciting opportunity to work with a talented team that provides tailored and...
-
Estate and Wealth Protection Specialist
7 days ago
Greater Manchester, United Kingdom Actis Recruitment Full timeAbout the Role">We are looking for an experienced Private Client Specialist to join our team. As a Private Client Advisor, you will be responsible for advising clients on estate and wealth protection measures, including preparing Wills, assessing estates for tax liabilities, and administering Estates.">Key Responsibilities">">Advising on and preparing...
-
Wealth Management Consultant
2 weeks ago
Manchester, United Kingdom Vision-FS Recruitment Full timeVision-FS Recruitment is a leading Financial Services Recruitment business covering the UK market, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment.We are currently seeking a highly motivated Wealth Management Consultant to join our team of Diploma Qualified Financial Advisors across the UK. As a successful candidate,...
-
Wealth Management Professional
2 weeks ago
Manchester, United Kingdom mbf Full timeJob SummaryWe have a fantastic opportunity for an experienced Paraplanner to join our client's Financial Planning division in Manchester on an initial fixed-term contract.The successful candidate will be responsible for providing technical support to Wealth Advisors and their clients, delivering high-quality financial planning reports and...
-
Nationwide Wealth Manager
2 weeks ago
Manchester, United Kingdom Vision-FS Recruitment Full timeBecome part of a dynamic and successful team in the financial sector, working as a Financial Advisor with a prestigious national Financial Planning and Wealth Management Business. This exciting opportunity offers a chance to develop your skills and build a successful career in wealth management.In this role, you will be responsible for advising clients on...
-
Wealth Management Advisor
3 weeks ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management OpportunityWe're seeking a skilled wealth manager to enhance our team at Franklyn Wealth Management, one of SJP's top partners.Role: AdviserArea: Greater Manchester RegionEssential Requirements:An individual with wealth management expertise or relevant industry background.Hold a DipFA, IAD, CISI certification, or be pursuing a QCF...
-
Protection Advisor
7 days ago
Manchester, United Kingdom Candid Insurance services Full timeCandid is Recruiting! We are looking for Protection advisors to join our growing team. Candid is an innovative Insurtech business is part of the Clark.de group, a pan European Insurtech unicorn. We are growing, and looking for great people to be part ofour growth and ongoing development of our brands polly.co.uk and tom.co.uk. Please note - This is a remote...
-
Wealth Protection Specialist
3 hours ago
Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full timeJoin us in Manchester as a Private Client Solicitor/Associate, where you will work closely with our esteemed team to provide expert advice on a range of private client matters. With a focus on estate planning, tax-efficient business structures, and wealth protection, this role offers the perfect blend of challenge and reward.ResponsibilitiesPreparing wills...
-
Protection Advisor
6 days ago
Manchester, United Kingdom Platinum Recruitment Group Full timeProtection Advisor Manchester £28,000 - £32,000 + Commission OTE £70,000 In insurance, we sometimes get caught up in being the top biller, the loudest voice or have the "best approach"you don't need to be those things. You just need to be committed and hard working with some experience of working in Protection Insurance. THIS BROKERAGE HAVE THE BEST...
-
Financial Advisor
4 days ago
Manchester, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Manchester| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...
-
Wealth Management Administrator
3 weeks ago
Manchester, United Kingdom Integro Partners Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career….An award winning, city centre Manchester based Wealth...
-
Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom mbf Full timeTechnical Support Role for Wealth AdvisorsA well-established private banking organisation is seeking an experienced Paraplanner to provide technical support to their wealth advisors in Manchester. The successful candidate will be responsible for delivering high-quality technical financial advisory reports and advice to HNW clients.The key responsibilities of...
-
Senior Discretionary Wealth Advisor
2 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeSenior Discretionary Wealth Advisor OpportunityWe are currently seeking an experienced Senior Discretionary Wealth Advisor to join our team in Manchester.About the Firm:A well-regarded national Asset Management company with an impressive track record of delivering results in the private client sector.They are seeking an additional Investment Manager to...
-
Wealth Management Administrator
1 month ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career…. An award...
-
Protection Advisor
7 months ago
Manchester, United Kingdom Viribus Animo Recruitment LTD Full time**Job Title**:Protection Advisor **Location**: Altrincham, Manchester **Job Type**: Full-time **Salary**: £30,000 basic + Uncapped Commission. Average OTE £60,000+ **Hours**: - Monday to Thursday: 09:30 - 19:00 - Friday: 09:30 - 15:00 Our client is on the hunt for Protection Advisers to provide quality telephone based advice direct to consumers and...
-
Financial Advisor
5 days ago
Manchester, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **Manchester**|**Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business...
-
Independent Financial Advisor
6 days ago
Manchester, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Manchester| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
-
Taxation and Wealth Protection Expert
2 weeks ago
Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are seeking a talented individual to join our team as a Private Client Tax Solicitor/Associate in Manchester. This exciting opportunity offers the chance to work with a full-service national law firm recognised by Chambers & Partners and Legal 500.About the RoleEstate planning, including the preparation of complex wills and lifetime...