Our private client 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.
My Client is a prestigious law firm dedicated to providing exceptional legal services to our clients.
As part of our continued growth, we are seeking a dynamic and customer-focused individual to join our team as a Customer Service Advisor.
With a commitment to professionalism, integrity, and excellence, we strive to deliver unparalleled legal solutions tailored to meet the unique needs of each client.
Our client is seeking a dedicated and empathetic Customer Service Advisor to join their dynamic team.
This role offers an exciting opportunity to be the first point of contact for both clients and internal teams, ensuring the highest level of service at all times.
The successful candidate will have a real focus on delivering exceptional outcomes, managing all service issues in line with company SLA's as a minimum requirement.
They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
An expanding national advisory business are currently seeking a experienced Financial Planner to inherit and develop the existing client base of a retiring adviser.
You will inherit in excess of 250,000 recurring income from a client base that offers immediate scope for new business within it, you will manage, develop and cultivate long lasting relationships with these clients.
You will operate remotely but benefit from first class administration, compliance and paraplanning support.
Our client are a well established Financial Services business based in Manchester, they are currently going through a period of growth and are looking for Customer Service Advisors to join their team.
An exciting opportunity for a Customer Service Advisor to join a well established Financial Services business, based in Manchester.
You will be working within the customer service team, speaking to existing customers assisting with general queries.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.