As an Client Relationship Specialist, you will be working in a fast paced, client focused environment, generating opportunities for mortgage consultants, managing inbound lead flow and distribution, managing renewal activity and providing exceptional post-sale support to our clients.
We are looking for an enthusiastic customer focused individual to join our Mortgage processing team, as part of our Mortgage Club in our Camberley Office.
This will be alongside study towards industry recognised qualifications to support your career progression.
Posted by Douglas Scott Legal Recruitment • £50K/yr to £60K/yr
Responsibilities
Manage wills, probate, and estate administration matters efficiently.
Provide expert advice on trusts, tax planning, and estate management.
General
A dynamic and client-focused law firm dedicated to delivering top-tier legal services are seeking a skilled Private Client Solicitor with over 3 years of post-qualification experience (PQE) to enhance their thriving practice.
Posted by Dimensions Specialist Recruitment Ltd • £24K/yr to £25K/yr
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in:
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
Who pride ourselves on their well-rounded portfolio and the trust their clients place in them.
As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship.
My client is looking for someone with a minimum of 5 PQE and has a background in handling a range of Private Client cases such as Wills, Trusts, Lasting Powers of Attorney, Probate, Inheritance Tax and Estate Planning.
I am currently working on a exciting new role for a experienced Private Client Lawyer to join a busy well established law firm based in Guildford.
You will be required to have good business development and organisational skills.