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My Client is a prestigious law firm dedicated to providing exceptional legal services to our clients. With a commitment to professionalism, integrity, and excellence, we strive to deliver unparalleled legal solutions tailored to meet the unique needs of each client. As part of our continued growth, we are seeking a dynamic and customer-focused individual to join our team as a Customer Service Advisor. Position Overview: As a Customer Service Advisor, you will be the first point of contact for clients, providing them with outstanding service and support. You will play a crucial role in ensuring that all client inquiries are handled promptly, efficiently, and with the utmost professionalism. This role offers an exciting opportunity to work in a fast-paced environment and make a meaningful impact on our clients' experience with our firm. Responsibilities: Serve as the primary point of contact for client inquiries via phone, email, and in-person interactions. Provide timely and accurate information to clients regarding their legal matters, including case updates, appointment scheduling, and general inquiries. Assist clients with navigating our firm's services and processes, ensuring they receive the assistance and guidance they need. Collaborate with lawyers and other team members to address client concerns and provide comprehensive solutions. Maintain accurate records of client interactions and communications in our CRM system. Continuously strive to improve the client experience by identifying areas for enhancement and implementing proactive solutions. Qualifications: Previous experience in customer service or a customer facing role Excellent communication skills, both verbal and written, with a professional and courteous demeanor. Strong interpersonal skills and the ability to build rapport with clients and colleagues. Attention to detail and the ability to multitask in a fast-paced environment. Proficiency in Microsoft Office and CRM software. A genuine passion for providing exceptional service and a desire to contribute to the success of our firm. Benefits: Competitive salary commensurate with experience. Comprehensive benefits package. Opportunities for professional development and advancement within the firm. A supportive and collaborative work environment where your contributions are valued and recognized.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. Due to the nature of the role, you will receive a high volume of clients straight away. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to an office in the center of Sheffield if preferred. In return: £50,000 - £70,000 Excellent Bonus Scheme Full back office support Key Responsibilities as our Independent Financial Adviser will include: Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client out-comes Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients' pensions, savings, investments and financial plans Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programme Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business Developing and maintaining good client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre Contacting corporate and individual Clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually via Microsoft Teams Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice Delivering accurate Management Information as requested What we are looking for in our ideal Independent Financial Adviser: Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail clients Benefits as an Independent Financial Adviser: Support to build your client base and future value End to end in house client journey and back-office support with full DIS, Admin and Paralanning support, with lead generation from our call centre Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture Platform to deliver efficient and cost-effective solutions Established Practice Buy Out option on exit Consultative marketing support IT technology through XPlan our POS system Full admin support Full paraplanning and technical support With over 30 years of experience and more than 200 accredited Advisers nationwide, my client is one of the UK's leading independent financial advisory firms. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.