Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
An exceptional package with genuine career progression.
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
We understand that real change starts with real people which is why we dedicate ourselves to supporting individuals to make positive alterations in their lives.
At Get Set UK, we're not just a team; we're a community committed to making a real difference in people's lives.
Posted by Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
General
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
Posted by The Recruitment Group • £24K/yr to £25K/yr
General
As the Customer Support Advisor, you will be responsible for calling customers to explain the processes associated with the service and answer any questions.
We are working in partnership with a successful and growing business in Oxford who are recruiting for a bi-lingual Customer Support Advisor to join their team on a temporary to permanent basis.
Key responsibilities will include
Make a number of outbound calls per day to suppliers to explain the purpose of your call and follow up with the relevant documentation.
A well-established national insurance broker with offices in Swindon is seeking to speak with an experienced Customer Service Support Advisor who are looking for the next step in their career.
Your Role
Sitting at the centre of the team, you offer a broad range of admin and support services to our senior management.
Prepare meeting notes and presentations, your ideas and skills mean a high quality output.
Understand, support and advise customers requiring a wide range of information, advice and guidance.
To provide a telephone and multi-channel support service with integrity, professionalism and adhering to all relevant process, procedures, and legislation.
General
The Customer Service Advisor is required to provide an exceptional level of service to our service users working with a variety of well-known and smaller organisation from charity, third sector and government sectors.
Posted by Financial Divisions • £35K/yr to £40K/yr
General
ADVISER SUPPORT ADMINISTRATOR ( SJP)- exceptional opportunity to provide dedicated support
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
Opportunity Highlights
This role will suit someone who "loves the work they do" and wants to provide a support system to a top charismatic Adviser.