In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
My client is looking for customer focused individuals to join their customer solutions team.
This is an ideal role if you have excellent customer service and communication skills and are looking for a role that offers a fantastic working environment along with excellent career development opportunities.
This is a fantastic opportunity to join a growing organisation based in Leeds.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
The Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.