Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
This role offers an exciting opportunity for a detail-oriented professional to make a meaningful impact within a collaborative and supportive environment.
They are actively seeking an experienced and dedicated Financial Planning Assistant.
Our client, a reputable and long-established financial planning firm in Lytham, is expanding their team due to continued growth and success.
Posted by Hays Specialist Recruitment Limited • £50K/yr to £70K/yr
Due to retirement, an excellent opportunity has arisen within a well established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients.
Your new company
Flexible working culture, advisers manage their own diaries, no requirement to be office-based.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won't be provided to the expected level.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.