An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
Reporting to the Customer Service Manager, the Customer Service Advisor is responsible for achieving customer satisfaction by providing effective communication with both clients and suppliers.
Our client, a well-established company in Bournemouth, is looking for a passionate and professional customer service professional to join their friendly team.
Main Responsibilities
Responsible for answering all incoming calls and dealing with the query raised or direct the call to the relevant department.
The ideal candidate will have at least 10 years of post-qualification experience handling a wide range of private client matters, including wills, probate, and powers of attorney, with a particular focus on complex tax and trust issues.
My client is a top tier regional firm in Bournemouth with a rare opportunity for a highly qualified and dedicated private client lawyer to join their Partnership.
A qualification as a tax adviser (CTA) or an interest in tax would be particularly advantageous.
Our client, a leading third sector business with multiple sites across the South, have an exciting requirement for a People Advisor to join their small People Advisory team.
In this predominantly home-based role, you will be working closely with a Business Partner, supporting your internal customer group across multi-sites throughout the South, providing low level ER advice and guidance where appropriate.
You will be supporting with employee relations casework and coaching managers to carry out their own support to their teams.