Financial Services Relationship Manager
1 week ago
We are seeking a highly motivated Account Executive to join our dynamic team at polkadotfrog. As an Account Executive, you will be responsible for identifying new business opportunities, building relationships with clients, and delivering exceptional customer service.
The successful candidate will have a strong understanding of the insurance industry, excellent communication skills, and the ability to work effectively in a fast-paced environment. We offer a competitive salary of 29,500 - 33,000, plus performance-related bonuses, as well as a range of benefits.
Key responsibilities include:
- Building and maintaining client relationships
- Staying up-to-date with industry knowledge
- Providing exceptional customer service
You'll also have access to:
- A competitive salary and bonus structure
- Excellent holiday allowance
- Flexible working hours
- Hybrid working options
- Professional development opportunities
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Financial Services Professional
2 months ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAre you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...
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Financial Services Professional
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeThe role of a Financial Advisor at Quilter Financial Planning involves working with clients to ensure they make informed and profitable financial decisions that meet their goals.The ideal candidate will have proven experience in financial planning, be able to analyze financial information, and stay up-to-date with regulations and industry practices....
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Financial Services Professional
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. The role offers a unique opportunity for a professional to work on both an employed and self-employed basis.The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. As a leading financial services business, we operate a...
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Independent Financial Services Advisor
2 weeks ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAbout YouTo be successful as a Independent Financial Services Advisor, you will need to have proven experience as a financial planner, with a strong understanding of investment and pension business.You should be able to analyse financial information and comply with regulations, with proficiency in MS Office and CRM systems. Strong attention to detail, math...
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Financial Services Professional
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeJob Title: Financial AdvisorAbout the RoleThe opportunity to work with Quilter Financial Planning offers an exceptional platform for experienced Financial Advisors to grow and succeed.This is a chance to join a leading financial services business that provides a robust support system, enabling advisors to focus on delivering exceptional client experiences...
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Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to work on both employed and self-employed basis at Quilter Financial Planning. This is an excellent opportunity for individuals looking to develop and grow their career in financial services.The role will involve providing clients with expert financial advice and support, generating new business,...
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Advisory Financial Expert
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeWe are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a critical role in helping clients achieve their financial objectives.The ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial...
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Financial Services Manager
3 days ago
Ipswich, Suffolk, United Kingdom Nxtgen Recruitment Ltd Full timeNxtgen Recruitment Ltd is seeking a skilled Accounts and Assistant Manager to join their team in Norwich. This role offers a fantastic opportunity to work with a highly regarded Chartered Accountants, providing strategic insights and delivering financial expertise to clients. The successful candidate will take ownership of client relationships, overseeing a...
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Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAbout the OpportunityWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is a fantastic opportunity for individuals looking to develop and grow their career in financial services.The role will involve working on both employed and self-employed basis, providing clients with expert financial advice and support....
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Financial Planning Specialist
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAbout the RoleThis is an exciting opportunity for a seasoned Financial Advisor to join our team at Quilter Financial Planning. Your main goal will be to ensure clients make wise and profitable decisions to meet their financial goals. You will prepare sound financial plans, advise clients on current financial issues, and generate new business by building...
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Financial Growth Consultant
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeKey ResponsibilitiesProvide personalized financial advice to clients, helping them make informed decisions about their finances.Develop and implement tailored financial plans to meet clients' objectives.Foster strong relationships with existing clients, maintaining trust and loyalty.Analyze financial information, staying up-to-date with regulations and...
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Financial Planner
1 week ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeJob OverviewThis is an exceptional opportunity for a skilled Financial Advisor to join Quilter Financial Planning, a leading financial services business. The role offers a fantastic chance to develop and grow in a supportive environment.The ideal candidate will have proven experience as a financial planner, with excellent analytical skills, attention to...
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Client Relationship Manager
4 weeks ago
Ipswich, Suffolk, United Kingdom ENGINEERINGUK Full timeCommercial Insurance Career Opportunity:This exciting role presents a unique chance to join a reputable insurance company with a strong track record of success. As a Client Relationship Manager, you will play a pivotal part in growing our Commercial Insurance and Financial Services business. Your experience in sales administration, customer relations, and...
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Wealth Management Consultant
2 weeks ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking a Wealth Management Consultant to join our team of financial advisors. As a key member of our team, you will be responsible for ensuring clients make wise and profitable decisions to meet their financial goals.You will also prepare sound financial plans to ensure clients meet their targets, advise clients on current financial...
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Financial Services Manager
3 days ago
Ipswich, Suffolk, United Kingdom Nxtgen Recruitment Ltd Full timeNxtgen Recruitment Ltd is proud to partner with a highly respected Chartered Accountants in Norwich to recruit an Accounts Assistant Manager. This is a fantastic opportunity for an ambitious professional to join a growing and very successful team, where you'll work closely alongside decision-makers and play a key role in delivering high-quality services to a...
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Financial Support Services Manager
3 weeks ago
Ipswich, Suffolk, United Kingdom Opus Perm Full timeJob Opportunity:Opus People Solutions is seeking a Financial Support Services Manager to join its Ipswich team for a 12-month fixed term contract. As a key member of the finance team, you will work collaboratively with senior leaders to drive process improvements and deliver exceptional results. We are looking for an individual who is passionate about...
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Financial Services Manager
3 weeks ago
Ipswich, Suffolk, United Kingdom RGH-Global Ltd Full timeAbout the Company">RGH-Global Ltd is a leading provider of flexible business loans to SMEs in the UK. With a strong focus on customer service and tailored loan solutions, we help businesses that may not qualify for traditional bank loans.">The Role">We're seeking an experienced Management Accountant to join our finance department and contribute to our...
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Client Relationship Manager
3 months ago
Ipswich, Suffolk, United Kingdom beBee Professionals Full time £30,000 - £45,000Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in Ipswich. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute strategies...
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Financial Services Consultant
2 weeks ago
Ipswich, Suffolk, United Kingdom Opus People Solutions Ltd Full timeOpus People Solutions Ltd OpportunityWe are seeking a skilled Financial Services Consultant to join our team at Opus People Solutions Ltd. This role involves providing expert, independent financial advice to a diverse portfolio of clients, adhering to FCA rules and the company's ethos.The ideal candidate will have a Level 4 Diploma (minimum) in Financial...
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Financial Services Coordinator
4 weeks ago
Ipswich, Suffolk, United Kingdom NFU Mutual Agency Full timeAbout the Position:We are seeking an experienced Financial Services Coordinator to join our team in Ipswich. This is a permanent opportunity with a negotiable salary, ideal for those looking to develop their skills in financial services and administration.Responsibilities:As a Financial Services Coordinator, you will be responsible for generating leads,...