They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Our innovative personal loans and revolutionary credit cards have been game changers in the UK financial services space, giving folks access to the affordable credit that we believe they deserve.
At 118 118 Money, we help people every day.
Our customers are at the heart of everything we do and we are continually looking for ways to do things better that's where you come in!
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
This is a hugely important role in delivering client support, working closely with the Paraplanning team and Financial Advisers.
An outstanding, Chartered firm of Financial Planners who have been providing financial advice to private and corporate clients for more than 30 years.
Directly authorised with their own in-house investment offering, the firm have an outstanding repuration within the industry and now look after north of £650m in assets under management.