A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
To ensure our client's engagement aims are met through identifying coaching, training, and development needs of the Servicing staff.
A new role has been created within a long established Specialist Finance company in Essex.
Through the evaluation of performance, trend and root cause analysis, assurance feedback, and MI, drive bespoke group and 1-2-1 coaching or training sessions, both face to face and virtual, to optimise call handling, and deliver good customer outcomes.
They are looking to recruit a General Manager to focus on business development and growing the private client base.
I am working on behalf of a now established Domiciliary Care company within the UK, they are a franchise model and are setting up a new office in South Woodham Ferrers.