Our client is looking for a dedicated Sales Advisor to join their team in Cirencester.
This role will focus on retaining existing clients and upgrading their services by delivering exceptional customer care and expert service knowledge, all while ensuring full FCA compliance.
Key Responsibilities
Retain existing business and identify opportunities to upgrade client services with suitable solutions.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
General
Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.
Key accountabilities
To develop and maintain good working relationships with all clients.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
Posted by TSR Legal Recruitment • £23K/yr to £25K/yr
An excellent opportunity has arisen for an Assistant to join a highly regarded Private Client Team based in the Forest of Dean.
The team manages a busy caseload, working together seamlessly to deliver a client-focused and efficient service.
The successful applicant will ideally have some experience with Wills, Probate, and Lasting Powers of Attorney; however, full training will be provided.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
Posted by Yolk Recruitment Ltd • £21K/yr to £24K/yr
Yolk Recruitment is delighted to assist an Equity release Legal firm in Gloucester in their quest for an Equity release advisor to join their thriving team.
If you're seek for a supportive environment while handling diverse cases, this role might be your next career move.
Salary from £24,000/ Hybrid/ Based in Gloucester/ Full time/ customer service experience//
Our client, a non-profit organisation who pride themselves on their company values and services, have an exciting new position for a confident and dynamic individual to join their team.
Your main responsibility will be to identify, develop and secure new business opportunities.
This will be on a full time, permanent basis from their offices in Tewkesbury.