We are currently recruiting for a Legal Assistant to join our Private Client team.
You will provide an efficient and effective administrative support to the team in which you work, enabling the team to function effectively and achieve its objectives.
As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being.
Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Summary - To provide administration support to the Planner and Technical Support team.
Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
Customer Service Advisor / Contact Centre Agent / Customer Care Representative with a great combination of administrative, customer service and organisational / time-management skills, as well as a good understanding of Microsoft Office is required to join our team at Truespeed based in Bath, Somerset.
IS THIS YOU
Have you had previous experience working in an inbound call centre environment?
Do you have excellent communication and listening skills?
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
They have multiple offices across the UK and are a growing presence nationally.