The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
As a Customer Service Advisor for inbound debt recovery, you'll provide crucial support to those facing financial challenges with empathy and professionalism.
Join us to make a difference and be part of our dedicated team.
We're seeking individuals to join our team at Whistl Gateshead's contact centre.
Due to the complexity of certain clients, my client requires an individual who has a proven ability to build maintain responsibility for their own clients whilst continuing to grow their revenue.
IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.
Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit.
As a customer service assistant your main duty will be to staff the shopping centre desk or mall ensuring a safe and secure environment while offering fantastic customer service to all visitors and retailers, dealing with any customer queries or issues and if appropriate offer alternative shopping solutions.
As you will be the first contact with many visitors that raise any queries, excellent customer service skills are required.
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
General
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.