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'.
Independent Financial Adviser; Remote working available
This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio.
Could you be our next Fiduciary Accounting Ledger Technician
Joining our team based primarily based out of our Chelmsford office but with flexibility to work from other offices or to work from home, you'll be responsible for the delivery and development of Fiduciary services supporting our Risk Capital and Human Capital businesses.
If you think you can do the following, we'd love to hear from you:.
We have a fantastic opportunity for you to join a team operating within a critical function in the financial services industry.
Are you a naturally helpful and friendly person who enjoys speaking with customers and assisting them with their financial queries?
As a Customer Service Advisor, you will be the first point of contact for customers, supporting them through an inbound contact centre via multiple channels.