This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Our Customer Service Advisors are a dedicated team that are crucial to our operation, who promptly respond to high volume inbound and outbound calls from our customers, while maintaining our Service Level Agreements and timeframes.
We have a great opportunity for a Customer Service Advisor to join our team at our Operation Centre in Sandtoft.
They also assist our members and private traders with sales and return queries and provide administrative duties associated with documentation and compliance.
Posted by Coburg Banks Limited • £28K/yr to £35K/yr
As part of a dedicated Client Care Team, you would play a critical role in ensuring client compliance with legal and regulatory requirements and maintaining the firm's reputation for integrity and ethical practices.
One of the UK's largest and foremost law firms is currently looking for a number of Client Onboarding Officers.
The role will suit professional and articulate individuals able to demonstrate a strong knowledge and understanding of SRA Standard and Regulations relating to conflicts and client due diligence, anti-money laundering (AML) regulations, sanctions regimes, and other financial crime prevention relevant legislation and regulation.
Posted by Elevation Recruitment Group • £26K/yr to £28K/yr
General
Elevation Accountancy and Finance are excited to be working with a large, well-established business in Rotherham as they look to recruit a collections advisor into their busy but supportive finance team on a full time, permanent basis.
The company offer excellent benefits and competitive annual leave allowance.
Duties and Responsibilities of a Collections Advisor
To contact customers who have missed repayments either by telephone, e mail or letter, identify reasons why payments have been missed and discuss and negotiate a repayment plan.