Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
We represent a thriving, independent firm of accountants in Liverpool tasked with finding a talented Client Manager to manage a diverse portfolio of clients and to oversee the workflow of the busy team.
The successful candidate will also enjoy working closely alongside the Partners feeding in to the strategic and operational direction of travel for the firm and there is room for professional development and career progression at this firm for the right person.
Are you a qualified or QBE accountant who longs for the freedom to manage your own team and your own portfolio of clients autonomously with a firm who offers a fresh approach to getting the job done?
This Client Manager job in Liverpool is a fantastic opportunity to secure a market beating salary, flexible working, and professional development opportunities.
This UK Top 50 firm will treat you well, support you to achieve your potential as a future high level leader and work hard to keep you challenged and feeling valued.
An exciting opportunity for a Bilingual Portuguese Customer Service Advisor to join one of the North West's leading legal practices, based in Liverpool city centre.
You will be working within the first response team, speaking to new customers and being the first point of contact to the clients and obtain clients details, checking eligibility or a claim.
Our client is one of the North Wests leading Legal practices, specialising in Personal Injury, Defamation, Clinical Negligence and Professional Negligence, based in Liverpool.
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
Financial Administrator - (part-time or full-time) - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.