To have responsibility for existing client communication and relationship building.
The position of Client Development Manager is to prospect and onboard new clients.
To manage clients on a day- to-day basis and ensure that their briefs and strategy are being met within agreed service level agreements and timescales.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Northallerton, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
Assisting with the Gateway process and advising customers on the correct evidence and processes
Supporting with customer queries on booking and using the on-line system
Hays Business support is currently working with a leading awarding and end point assessment organisation based on the University Campus in York.This is a full-time permanent role, fully office based doing general administration and some basic finance.Job Duties:The main focus of the role is to support the Customer Service and Data Manager, the End Point Assessment team, and the Financial Controller with all the general administration and day to day operations.
Providing an efficient and professional service to assist our customers with any queries they should have about their motor insurance policy.
We have a fantastic opportunity for a Sales Support Administrator to join us at our newly renovated and stylish head office in Harrogate town center.
Working closely with your team and providing excellent levels of customer service, strong verbal and written communication skills are required, as well as a desire to join a fast growing, energetic and modern business who invest in the development and wellbeing of all colleagues.