Portfolio Wealth Advisor
5 days ago
Recruit UK | Certified B Corp™ seeks a skilled financial professional to manage a portfolio of clients, delivering tailored financial solutions to meet their needs and goals. The ideal candidate will have technical knowledge and commercial acumen, with a proven track record of providing expert guidance on pensions and retirement planning.
Responsibilities:
- Manage a portfolio of clients, delivering tailored financial solutions to meet their needs and goals
- Provide expert guidance on pensions and retirement planning, ensuring compliance with regulatory requirements
- Maintain accurate records and reports, utilising industry-standard software and systems
What We Offer:
- Competitive salary circa £52,000 per annum (negotiable)
- Attractive bonus scheme and comprehensive benefits package
- Opportunities for professional growth and development within a successful, supportive team environment
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High-Net-Worth Client Advisor
2 weeks ago
Sale, Trafford, United Kingdom Essential Insurance Full timeAbout the RoleAs a Life Insurance Sales Consultant at Essential Insurance, you will play a vital role in helping us achieve our goal of becoming one of the largest and fastest-growing award-winning financial services businesses in Manchester.You will be responsible for managing a portfolio of high-net-worth clients, identifying their insurance needs, and...
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Pension Administrator
3 weeks ago
Sale, United Kingdom Recruit Wealth Ltd Full timeOur client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents. They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction. With a clear focus on financial services technology and...
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Junior Life Insurance Advisor
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Junior Life Insurance Advisor
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Junior Life Insurance Advisor
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Life Insurance Advisor
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Life Insurance Advisor
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Life Insurance Advisor
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Life Insurance Advisor
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission...
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Customer Service Advisor
6 months ago
Sale, United Kingdom Xenia Lettings LTD Full time**Job Title**: Customer Service Advisor **Reports to**: Head of Property Management **Role Overview**: Xenia Lettings are seeking an experienced and highly motivated CSA to work within their busy Property Management Office based in Sale. You must be highly organised with excellent communication skills across a varied demographic, have excellent customer...
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Customer Contact Agent
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist. Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is...
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Customer Contact Agent
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist. Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is...
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Customer Contact Agent
6 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist. Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is...
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Customer Contact Agent
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist. Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is...
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Customer Contact Agent
7 months ago
Sale, United Kingdom Essential Insurance Full time**Overview** We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist. Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is...
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Financial Planning Administrator
6 months ago
Sale, United Kingdom atomos Full time**Join Our Team as a Financial Planning Administrator**: **Career** Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real...
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Trainee Internal Recruiter
7 months ago
Sale, United Kingdom The Config Team Full time**Job title**:Talent Acquisition Specialist **Employment**:Permanent **Location**: Hybrid (home/office), Skelmersdale office 1 day per week. **Salary**: Excellent salary DOE, private healthcare, 5% pension matched, 24 days holiday + birthday leave, annual volunteer day, life insurance (4x annual salary), charity donation options, CSR initiatives, and much...