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.
Industry leaders in their SaaS space, with an impressive portfolio of clients that has consistently grown and is showing no signs of slowing down with large growth predicted for this year.
Culture is key to this organisations success and it is at the forefront of their daily operations, providing each employee with a voice and every tool required to succeed.
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.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Chorley office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
This emergency services organisation seeks to deliver prevention, protection, and emergency response services; using their trusted position in the community to influence the wider safety of people and working in partnership with other organisations where we have shared objectives.
They are seeking a permanent EA to support a number of directors.
Our client a successful professional services firm based in corporate offices with free car parking near Chorley who are looking for us to recruit on their behalf an Office Administrator/Receptionist - this role may suit a junior with some office experience looking to progress.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.