Are You Looking for an Exciting Career Move in Financial Services?
Do You Thrive in a Fast-Paced, Communication-Driven Role?
My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa.
It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.
The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m.
The Role Responsibilities / Accountabilities
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
This role is a senior role to support the existing large corporate direct portfolio, alongside supporting the business development process to win new clients.
It is to assist all classes of business in the day to day running of clients.
Identify and engage with potential new large corporates in the UK and Europe (potentially worldwide) to develop strong relationships.
Reporting to a fantastic Customer Service Manager, and working within beautiful, modern offices, our client offer attractive remuneration of £29K, rising to £31K after a 6 month probation period; plus a team bonus scheme, based on KPIs, pension scheme, holidays starting at 20 (BH), but rising with service, plus many other perks!
Recruiting for Sales Administration/Customer Services personnel, this represents a great opportunity for experienced individuals to join the team.
Diamond Search recruitment are delighted to be representing our client, one of the UK's fastest growing companies, a market leader within their sector and a company who reward and recognise hard-work.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.