Posted by Blakemore Recruitment • £55K/yr to £60K/yr
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
To be considered you as outlined, must have a skilled CAS Status in order to join.
You will be responsible for supporting in account management and sales administration, and the coordination of customer documentation and management of information.
You will be working for our client, who are based in Marlow.
This is a great opportunity for a Senior Administrator, seeking a temporary assignment for six months.
As a Tradebe Area Sales Manager (ASM), you will be responsible for a portfolio of accounts within your region, ensuring the delivery of an exceptional customer experience alongside profitable sales and growth.
You will foster partnerships with accounts - typically industrial producers in key manufacturing markets, creating a detailed understanding of the customer.
Area Sales Managers are defined accounts up to £250,000 revenue, operating as regional single-source agreements, for the provision of hazardous wastes and associated services to some of the UKs SME industrial businesses.
My global pharmaceutical client, based in Buckinghamshire, are looking for a Spanish Speaking Customer Service/Complaint Intake Analyst to join their team urgently initially on a 12-month basis.
Purpose
The Complaint Intake Analyst works to support PMQA through providing the initial triaging of complaints from all channels and serves as the first point of contact with the customer.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
This is an outbound and inbound customer service role - excellent customer service.
Paying a basic of £24,000, with the opportunity to increase your earnings to over £32,000 and some of the top performers earn late £30's through upselling and cross-selling.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.