Handling customer account queries as a primary contact.
General
You will bemanaging and controlling debts, collecting invoices, and ensuring effective credit management while delivering exceptional customer service.
An excellent opportunity has arisen for a Credit Controller / Accounts Assistantwith ideally 3 years' experience to join a leading supplier of PPE, workwear, and safety equipment.
We are working with a boutique financial services company known for their personalised approach and dedication to providing tailored solutions to clients.
As a smaller firm, they focus on building strong, long-lasting relationships and delivering exceptional service through close collaboration and innovative thinking.
The team is passionate about fostering a supportive environment where every member has the opportunity to contribute and grow.
Reed Specialist Recruitment are proud to be representing a Poole-based firm who are looking for a new Financial Services Administrator to help their Advisers/Paraplanners, on a full-time basis.
You would have the following duties/responsibilities -
The successful candidate will ideally have existing knowledge of the financial planning process, and be happy to work as part of a team within a busy, ambitious firm.
Posted by Oyster Recruitment Limited • £25K/yr to £28K/yr
Our client, a well established and leading fintech company based in the Poole area is recruiting for a Customer Service Support Adviser.
This role to deliver excellent front line support to their customers for financial software support and offer outstanding customer solutions.
This is an exciting time to join their team and to learn the capabilities of their software to enable you to manage the flow of incoming support requests, assess and responding to user enquiries.
Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners.
Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email.
Experience of working on XPlan would be advantageous.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
With a no limits approach, we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
As a Credit Controller for our client, you will be responsible:
For a specific region or market to chase outstanding debts from customers in line with the Global Credit Policy.
REED are recruiting on behalf of a global design company in Poole for a Credit Controller on a full time, fixed term contract for 7 months with hybrid availability working from home 2 days a week.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
Posted by Hays Specialist Recruitment Limited • £45K/yr to £50K/yr
As a result of their growth, the business is seeking to enhance its finance function in a way that can best support the business through its next exciting period of growth.
Your new company
You will be working for an established and rapidly growing tech-based business from their Poole head office, playing a crucial role within their team.