In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Our Contact 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.
Our client is a leading global logistics provider.
With services ranging from domestic and international express delivery, e-commerce shipping and fulfilment solutions, road, air and sea freight, to supply chain management, consumer retail services, technical support and more.
Our client is offering an exceptional opportunity for a Relationship Executive to join their industry-leading team.
Based in the vibrant Manchester City Centre, this role provides the chance to work within a sales and service-led business that supports over 80,000 organisations and 13 million lives across the UK & Ireland.
This role offers a competitive salary of £23.5K-£26K, with the potential to earn an additional £10k through performance-related bonuses.
Our client is a growing, professional services firm on the lookout for a dynamic and enthusiastic Administrative Professional.
This is your chance to join a forward-thinking company and play a pivotal role in their Manchester office, working directly with the Office Executive lead to drive operational excellence.
The Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.
The Business Development Executive is responsible for providing proactive support to the Business Development Directors and delivering excellent service to our introducers
Working alongside the Operations Team, you will provide a seamless onboarding service, whilst building and maintaining relationships with internal and external stakeholders.
Responsibilities
Support Business Development Directors in all aspects of the client journey.