Talent Guardian is thrilled to be partnering with a leading accountancy firm in Ferndown, seeking a dynamic and experienced Client Service Manager to join their team on a permanent basis.
This is your chance to step into a pivotal, client-facing role where you will be the driving force behind exceptional service delivery and long-lasting client relationships.
Key Responsibilities
Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
Posted by Capio Recruitment Financial Planning • £35K/yr to £38K/yr
This is a superb opportunity to join a highly regarded, IFA Firm that provide a comprehensive, tailored, client-centric service across a wide range of Financial Planning needs.
They have an excellent reputation and a well-established client base along with professional introducers from local accountancy and legal practices.
Having multiple offices in the South, they are an established business that provide a holistic service.
My client is a leading Financial Planning & Accountancy practice with three offices across Dorset.
Following a strong period of growth, they are seeking an experienced full-time para planner to join their growing team based between Wimborne and Ferndown.
REED are recruiting on behalf of a well-established accountancy firm in Wimborne for a Client Services Manager on a full-time basis.
This is a great opportunity for someone who is looking for a new opportunity on a permanent basis to work with a client with 22 years of financial service work as their Client Services Manager in Wimborne.
As a Client Services Manager your duties will include
Deliver client requirements effectively and efficiently, whether directly or via other members of the team.
Talent Guardian is seeking a motivated and experienced Commercial Finance Broker with Commercial and Buy to Let Mortgage experience for a client in the Ferndown area.
The role involves originating new clients, generating business enquiries, understanding funding requirements, and presenting tailored funding proposals.
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