They are looking for experienced individuals who are motivated and wanting to further their careers within the financial services industry by joining their team as a Client Support Administrator.
Reed Financial Services are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA Bristol that's been established over 20 years and very well regarded and won multiple awards.
To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures.
This client spends time learning about their clients' unique needs to help shape their futures.
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Bristol team.
Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.
You will be the point of liaison between the customer, the funder and the supplier, as such you will be expected to have excellent communication skills and strive to provide a positive customer experience from point of sale to delivery of their new vehicle.
If you are looking to work in a fast-paced business with a dynamic culture that rewards success, this may be the right place for you!
With a rapidly expanding business, we are changing the traditional office environment, encouraging a fun, vibrant and energetic place to work.
Client Services plays a key role in the delivery of the HL strategy by unravelling process or service-related issues that could cause clients to be unhappy.
We solve problems, assess process faults, and work hard to retain our clients by putting things right and rebuilding their trust.
Ensuring that all complaints are addressed within the timescales set down internally and by our regulator.
A service organisation based in central Bristol (offering hybrid working) is currently recruiting an Accounts Assistant to join their team.
Study support can also be offered.
Working within a large finance team for a growing business, this is an excellent opportunity for anyone looking to further their career within this field.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Bristol.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Our client is an award-winning, full service, commercial law firm and they are rapidly developing a national reputation for its innovative approach to delivering legal services.
They operate in the financial services, leisure, retail & consumer goods, technology & media, renewables, housing and public sectors.
Their specialisms are real estate, banking and finance, commercial, corporate, employment, dispute resolution and litigation.