Senior IFA Sales Support Administrator
4 days ago
A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Gerrards Cross... Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing. Duties Include : Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Participating in professional development opportunities to stay abreast of industry trends and regulations. Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws. Delivering exceptional client service by addressing queries and providing clear, concise information. Daily use of Provider Platforms and back office systems. ... #J-18808-Ljbffr
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Ifa Financial Administrator
2 weeks ago
Gerrards Cross, United Kingdom Wallis Wealth Limited Full timeHours: 9:30 - 14:30 Days: Monday - Friday Location : Gerrards Cross home office (In person role - no remote working) **Salary**: up to £20,000 PA plus bonus and other benefits, depending on experience. About us: Our people are the most important asset in our business, ensuring we provide our clients with the best possible financial advice and guidance....
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Sales Administrator
2 weeks ago
Gerrards Cross, United Kingdom Hamptons Full timeIn the 150 years since we first opened our doors for business, we have learnt many things, the most important of which is that the secret to success comes down to one thing - great people. We are currently looking for an experienced Sales Administrator to support across multiple office location based in the Gerrards Cross area with flexible hybrid...
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Gerrards Cross, United Kingdom The Coast Partnership Ltd Full timeA Wealth and Asset Management firm based in Gerrards Cross is looking for a candidate to provide comprehensive technical support and administration for Private client Pension and Investment products. The role involves coordinating with various professionals, conducting research, and delivering exceptional client service. Candidates should possess strong...
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Senior Sales Negotiator
2 weeks ago
Gerrards Cross, United Kingdom Rayner Personnel Full time* Gerrards Cross - Senior Sales Negotiator - Generous salary and commission My client, a fantastic market leading independent agent, are looking for a Senior Sales Negotiator to join their team in their office based in Gerrards Cross. You will be joining a fun and energetic team with scope to make the role your own and be encouragedand supported to progress...
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Senior Sales Negotiator
2 weeks ago
Gerrards Cross, United Kingdom Rayner Personnel Full time* Gerrards Cross - Senior Sales Negotiator - Generous salary and commission My client, a fantastic market leading independent agent, are looking for a Senior Sales Negotiator to join their team in their office based in Gerrards Cross. You will be joining a fun and energetic team with scope to make the role your own and be encouragedand supported to progress...
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Senior Sales Negotiator
2 weeks ago
Gerrards Cross, United Kingdom Rayner Personnel Full time* Burnham - Senior Sales Negotiator - Generous salary and commission package My client, a fantastic market leading independent agent, are looking for a Senior Sales Negotiator to join their team in their office based in Burnham. You will be joining a fun and energetic team with scope to make the role your own and be encouraged and supportedto progress your...
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Independent Financial Advisor
2 weeks ago
Charing Cross, United Kingdom TEAM Full time £75,000A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice.Experience,...
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Sales Support Administrator
1 week ago
Cross Hands, United Kingdom Castell Howell Foods Ltd Full timeCastell Howell Foods is Wales’ leading independent food service wholesaler, servicing the length and breadth of Wales, the Border Counties and the South West of England. We currently have a vacancy for Sales Support Administrator based at our Cross Hands depot. **Main Duties and Responsibilities**: An exciting opportunity has arisen for an enthusiastic...
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Consultant, Administrator | Private Equity
3 days ago
Gerrards Cross, United Kingdom ACCA Careers Full timeConsultant, Administrator | Private Equity Join to apply for the Consultant, Administrator role at ACCA Careers. About Northern Trust Northern Trust is a Fortune 500 company, a globally recognized financial institution operating since 1889 with over 22,000 partners. Role/Department A vacancy has arisen in the Private Equity Operations team. You will be a...
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Sales Support Specialist
2 weeks ago
Gerrards Cross, United Kingdom Robertson Sumner Full timeA leading technology solutions provider based in Gerrards Cross is seeking a Sales Support Executive to enhance client interaction and streamline order processing. This role involves managing sales documentation, assisting the sales team with inquiries, and ensuring efficient communication across departments. Ideal candidates are proactive with strong...