A new vacancy has arisen within a financial services provider in York for a Wealth Management Administrator. You must have relevant pensions and investment experience and ideally hold the FPC or equivalent.
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Home- Based Broker Consultant (Health & Protection) Guaranteed monthly income - OTE £50K - £70K
An experienced Broker Consultant is required to join a new and exciting venture in the Central Yorkshire region. Working for one of the most familiar and trusted financial providers in the UK the purpose of your role will be; To develop key IFA relationships in order to maximise business potential and establish long-term partnerships; Meet and exceed sales targets and objectives through building strong long term business relationships with key clients; Present sales ideas and training sessions with groups of intermediaries, Identify new business opportunities by influencing key individuals and deliver solutions and support to drive the business; Ensure that issues and problems are successfully resolved; To act as an ambassador for the organisation and take every opportunity to positively raise the profile within the market place.
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An International Financial Services organisation are seeking an experienced Financial Services Sales Support Administrator to join their Leeds City Centre Financial Services Divisional team. The position is a 12 month contract to cover maternity cover. There is a possibility that the role maybe become permanent due to potential further demands within in the business however this can not be guaranteed. The purpose of the role will be to; Work very closely with the Financial Services Manager and team members, administer new and existing business covering cover Life, Pensions and Investments; liaise with various departments, third parties and clients on a day to day basis to ensure the application process runs smoothly; obtain quotations and illustrations; ensure client files are compliant and in order; any other administration duties as and when required. This is an excellent opportunity to work for a truly exciting and forward thinking International Financial Services organisation with an enviable reputation worldwide. They also pride themselves in looking after their employees by offering an excellent benefit package and holiday entitlement.
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