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 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.
Posted by Coventry Building Society • £35K/yr to £40K/yr
Coventry Building Society have a great opportunity for a Portfolio Management Officer (PMO) to join our Chief Information Digital Office (CIDO) area.
About the role
The role holder will facilitate and drive the co-ordination of activities across multiple agile teams, ensuring adherence to operational standards within the development life cycle of CIDO Portfolios.
AT Management (ATM) is an established contact centre which provides Customer Service/Sales solutions for major companies across the UK.
2 weeks training provided via Teams
Are you passionate about providing exceptional customer service
Do you possess a passion for the entertainment industry and want to share that knowledge with our customers to ensure they have the best experience possible?
Manage day-to-day client interaction by phone, email and video conference as required.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.
The role will involve providing specialist advice, quick thinking and cross referencing to clear set processes, guidance and systems.
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.
You will move across different processes of the scheme learning new skills and processing different types of customer correspondence.