To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
Search Manchester are working with a number of well established companies across Greater Manchester area who are looking for temporary support in various capacities such as Front of House, Reception and Admin.
Zachary Daniels are pleased to be working with a national and successful organisation who are looking for a customer service professional to join their passionate team.
Working for this exciting company, this will offer you the challenge, pace.
This is a fantastic opportunity for an enthusiastic individual who is looking to start their career or a candidate who is looking to build on their existing experience within a larger company.