With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions.
A nationally acclaimed leading Financial Services business who provide services in Financial and Wealth Planning, Mortgages and Protection.
About the role
Provide support and advice to clients with their mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility.
Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes.
You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems.
Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
Four Squared Recruitment is working on behalf of a client looking for a skilled Customer Service Advisor.
Full Time, permanent
In this role, you will be responsible for managing claims and delivering exceptional service to customers and clients, consistently exceeding expectations.