This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
AJ Chambers are working with a top international law firm based in central London who are looking for an experienced Legal PA within their commercial team.
To achieve this, the person will need to take an active interest in and obtain a thorough understanding of all aspects of client requirements.
The focus will be to identify the best approach and methodology to provide exceptional service levels to Partners, Fee Earners and their clients.
Posted by Get Staffed Online Recruitment Limited • £22K/yr
MAIN OBJECTIVES
Working in a varied and fast paced environment our client's Customer Service Teams work to promote a culture of customer satisfaction by delivering prompt, accurate and thorough Customer Care and understanding each of their customer's needs.
Delivering prompt, accurate responses, understanding each of their customer's needs and developing relationships.
Take ownership and work to the highest levels of accuracy and attention to detail to ensure the safe processing of sensitive data.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
At Scott Bailey every team member is a key piece of our puzzle, and we're thrilled to see the unique contributions each member brings.
Whether navigating the complexities of law or infusing positive energy into the office, it's the infectious enthusiasm and unwavering dedication from our incredible team that truly sets us apart.