On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
Posted by Page Personnel Secretarial & Business Support • £23K/yr to £23K/yr
Page Personnel have just registered multiple Customer Service Advisor Positions to work for a reputable Law Firm in Leeds!
We are looking for enthusiastic customer service professionals that are looking to kick start their career you will be given the best training alongside fantastic support and an excellent structured career plan!
If you are looking for a business where you are rewarded for your hard work then this could be for you!
Posted by Financial Divisions • £45K/yr to £50K/yr
One of their Partners who is a Chartered Financial Advisor is in the enviable position of having too many clients, so is looking to take on someone that they can initially pass over circa 100 clients too.
Our client is a national firm of Chartered Financial Advisers with a highly regarded reputation for providing non jargon based, honest Advice, always striving to act in the client's best interest.
Having worked with them for over 8 years, I have seen them grow both organically and via acquisitions.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Resource Matters Ltd • £25K/yr to £33K/yr
General
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
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.