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.
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 seeking career driven individualsto join our Stockport based client working within their Client Services Team to embark on an exciting and rewarding career.
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion?
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.
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.
This is an amazing opportunity for someone who has telesales or customer service experience, is good at identifying problems and can deal with them in a professional manner and has worked in a fast paced, high volume role.
They are currently recruiting for a sales executive to join their new business venture and want someone who is a confident, outgoing people person that isn't afraid to pick up the phone.
My client is the UK's leading specialist supplier of automatic defibrillator machines in businesses and public areas across the UK however, due to the change in the current climate they have decided to expand on their successful, ever-growing business and start to supply air purifiers into businesses, offices, and retail spaces to ensure a safe, clean air when returning to the office or workplace.
Do you possess some administration skills and are keen to start your career within Financial Services?
Working within a team of 10, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.
An Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded.
Our client, a prestigious Police Force, is seeking a proactive and efficient Executive Assistant to provide comprehensive support to their Chief Officer.
Are you an experienced Executive Assistant who thrives in a fast-paced environment?
Do you possess exceptional organisational skills and a keen eye for detail?