Posted by JLD Recruitment Ltd • £24K/yr to £28K/yr
Purpose of the role
The role will be to provide communication and support services for clients Ensure clients know they are valued and to develop clients re additional products or services (where appropriate).
Promoting the company services and products to prospects through planned communications, networking and other marketing activities.
General
You will need to be a driver for networking/events
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 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.
A Client Services Administrator, is required for my Harlow based client, joining an existing team you will be responsible for liaising with clients, reviewing cases and providing reports.
Benefits of working at this company, salary up to £27k, 25 days holiday plus bank holidays, cycle to work scheme, gym membership, DIS x 3, pension scheme and more!
Words that will resonate with you are honest, resilient, flexible, patient and a team player.
A Client Services Administrator, is required for my Harlow based client, joining an existing team you will be responsible for liaising with clients, reviewing cases and providing reports.
Benefits of working at this company, salary up to £27k, 25 days holiday plus bank holidays, cycle to work scheme, gym membership, DIS x 3, pension scheme and more!
Words that will resonate with you are honest, resilient, flexible, patient and a team player.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
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.