Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you passionate about providing exceptional customer service to customers, both internally and externally and putting them at the heart of everything you do?
Do you like to unpick complex queries and translate this using customer friendly language?
Do you have a keen eye for detail and enjoy a varied workload?
As our Customer Complaints Officer, you will work with customers, colleagues and contractors to respond to complaints.
Here at Stonewater, we are now looking for a Customer Complaints Officer to join our Customer Relations Team, which delivers our customer complaints service.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
As a Customer Service Representative, you'll be responsible for the behind-the-scenes processing service, looking after all web and email-based customer enquiries, such as applications, enquiries, complaints, written correspondence and other back-office activities.
The role will involve providing specialist advice, quick thinking and cross referencing to clear set processes, guidance and systems.
You will move across different processes of the scheme learning new skills and processing different types of customer correspondence.