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.
We have an exciting opportunity for a Client Services Internal Executive to join our Client Services Delivery Team, where you will take ownership of the day-to-day requirements for clients that fall under the Rapid Response portfolio, including client reporting, management of their queries, retention, and client satisfaction.
Reporting directly to the Rapid Response Client Services Team Leader you will be the custodian of the client's requirements for FMG, liaising between the clients and cross-functional RRRM teams to ensure the timely and successful delivery of our services.
Are you seeking a fresh challenge in a vibrant and expanding business?
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.
We are working with a leading provider of Corporate Insurance, Schemes, HNW, Wealth Management, Employee Benefits & Trade Credit solutions as they look to bring in a professional Telemarketing Executive to support the growth of all divisions.
The role will be a part of an established team which already consists of four Telemarketing Executives, who are encouraged to work on a quality over quantity basis, spending time building relationships and utilising the quality data that is provided to work strategically and professionally.
The role will support two of the specialist departments, working on projects alongside divisional Directors.
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.
The Responsibilities
Support Business Development Directors in all aspects of the client journey.
We are recruiting exclusively for an Executive Support Assistant to join our Horsforth based client, a global innovator and manufacturer within the Health/Retail sector with a dedication to excellence and a focus on sustainable development.
You will assist with various administrative tasks to ensure efficient and optimised executive support, as a PA to the VP of Sales and support to the wider Sales and Marketing teams.
Working alongside the VP of Sales, you will have a truly involved and pivotal role in the business, contributing to success and growth internationally.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.