Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Macildowie Recruitment and Retention • £25K/yr
Customer Service Advisor
We are currently recruiting for a Customer Service Advisor on behalf of a leading technology solutions company.
This is an exciting opportunity to join a fast-growing business that prioritises exceptional customer care and innovation in all aspects of its operations.
Posted by PBR Executive Search Limited • £30K/yr to £45K/yr
Portfolio Management, including
Managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person.
Explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line.
Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting.
Posted by LHH Recruitment Solutions • £50K/yr to £85K/yr
What you can expect from the role
As a senior member of the Private Client Department within a growing mid-tier firm, you will play a pivotal part in managing annual compliance work for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships.
You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work.
You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK.
Posted by FS1 Recruitment - Marketing, Digital & Creative Recruitment • £20K/yr to £25K/yr
Our global client is seeking an experienced Customer Support Advisor to join their friendly team on a permanent basis.
The Customer support advisor will be to deliver excellent customer service, with a focus on effective responsive customer service while handling inbound calls and emails.