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Client Advisor Based in their modern and spacious UK Head Office - Swindon Office Based (5 days in the office) - Free Parking About The Role We are excited to be recruiting for a Client Advisor to work for a forward-thinkingtechnology business within the property sector. Sitting within the client services department, the Client Advisor will handle all client and Specific supplier (partner) incoming and outgoing communication. Working as part of a fast-paced Client Services team, the Client Advisor will have responsibility for answering customer enquiries and resolving customer issues both electronically and verbally. You will also be responsible for ensuring that customers are served in a courteous, friendly and timely manner, monitoring personal workloads throughout the day to ensure the service levels and KPIs are met in line with company standards You'll be Involved In: To handle and complete tasks allocated via the organisation software. To be pro-active in resolving queries. Answer all incoming client enquiries via any media (Phone, email etc.), accurately and promptly (to current SLA/KPI). To attend and contribute to department /team meetings. Ensure complaints are documented, handled and escalated in accordance with current Client Services procedures and Non-Conformance procedures. To be successful in this role, you will need to have: Understanding of the value of costumer service to an organisation Excellent computer skills with knowledge of Microsoft Office (Excel, Outlook, Word, and PowerPoint). Understanding of relationship building at all levels. A proven competency in communication skills (including written and verbal) with both external and internal contacts. Ability to work without supervision. Accuracy, attention detail. A flexible / adaptable approach being able to move from one task to another easily but maintaining accuracy. The ability to address challenges and find solutions. The ability to manage in a fast-paced and changing environment. The client advisor will have to complete and show competency in at least 70% of the knowledge/skill training matrix when in role. Benefits: Discretionary Company bonus scheme (up to 10%) 25 days holiday a year in addition to the statutory bank holidays. (Plus, additional holiday for length of service after 5, 10, 15 years etc). Pension , is subject to auto-enrolment, upon day one of joining the organisation. Employer tomake a monthly contribution of 5% (personal contributions 5%) Private Healthcare after 1 years' service. Flexibility to add partners or dependents at an additional cost. Membership of the Group Life Policy (Death in Service) at 4 x basic salary. Next Steps: After receiving your up-to-date CV and being shortlisted, you will be contacted by one of our experienced recruitment team. Following your call with the recruitment team, should you be successful, you will be invited to attend an interview.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book. With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry. As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development. The basic Salary for the Financial Adviser is £50,000 - £60,000 (expected Earnings £80,000) We are looking for a Financial Advisor who possesses a strong track record of success in managing client relationships and has the expertise to take ownership of an existing client book. The ideal candidate will be responsible for providing personalised financial advice, executing strategic plans, and fostering long-term client satisfaction. Additionally, this role requires the ability to identify opportunities for business growth and actively contribute to the expansion of the client base. Key Responsibilities: Take over an existing client book and provide high-quality financial advisory services to maintain and strengthen client relationships. Conduct comprehensive financial assessments, develop personalised financial plans, and recommend investment strategies aligned with client goals. Communicate effectively with clients, ensuring clarity on financial matters, market trends, and investment strategies. Provide proactive updates and address client inquiries promptly. Identify opportunities for expanding the client base and contribute to the overall growth of the business. Actively participate in networking events and engage in client acquisition efforts. Ensure strict adherence to regulatory requirements and company policies in all client interactions and financial advisory activities. Qualifications: Proven experience as a Financial Advisor with a successful track record in managing and growing client books. Strong knowledge of financial markets, investment products, and regulatory requirements. Excellent interpersonal and communication skills. Ability to work collaboratively in a team-oriented environment.