Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Posted by Antony George Recruitment • £20K/yr to £24K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
Our client is seeking a dedicated Client Services Associate to join their dynamic team in London.
This role offers an exciting opportunity to handle and prioritise client transfer requests, collaborate with internal partners, and ensure all communications are within regulatory guidelines.
This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.