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Wealth Management Adviser (Egham Office)
Wealth Management Adviser (Egham Office)
We currently have a Wealth Management Adviser vacancy, to join our modern and friendly organisation, in our Egham office.

Main Responsibilities: 

Existing Clients: Take over an existing book of individual Wealth Management clients.  Responsibility for ongoing advice, reviews and servicing of those clients. Business Development: Identify new business leads...

Client Director: Corporate Division (Redhill Office)
Client Director: Corporate Division (Redhill Office)
We currently have a Client Director vacancy, to join our modern and friendly organisation, within the Corporate Division in our Redhill office.

Main Responsibilities: 

Business Development: Development of book of clients through new business. Develop leads through networking with existing and new contacts alike. Renewals: Liaise with account handlers regarding...

Client Director: Corporate Division (Egham Office)
Client Director: Corporate Division (Egham Office)
We currently have a Client Director vacancy, to join our modern and friendly organisation, within the Corporate Division in our Egham office.

Main Responsibilities: 

Business Development: Development of book of clients through new business. Develop leads through networking with existing and new contacts alike. Renewals: Liaise with account handlers regarding method...

New Business Broker - Egham
New Business Broker - Egham
We currently have a New Business Broker vacancy, to join our modern and friendly organisation in our Egham office. 

Main Duties:

Day-to-day servicing
Dealing with Corporate New Business enquiriesLiaising with colleagues to develop new and existing businessBroking new enquiries as well as using online quote systemsCreating broking presentations, quotation documents and reports...