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.
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.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Our client is a leading business in Dewsbury, looking for an experienced Customer Support Executive to join them.
The right candidate will have experience within a customer focused role where high levels of attention to detail and empathy play a key part in your day.
They are a passionate team of individuals who strive to give outstanding customer service throughout, speaking to customers over the phone and email until a solution is found.
Due to ongoing developments and business wins, they are now seeking a number of Senior Client & Operation Managers (Client Directors) across the country.
We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths.
They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development.