Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
General
Do you have experience in professional indemnity and want to get into a client facing role?
Whether you come from broking, underwriting or claims if you've got the ambition to manage and develop own wholesale/client book we want to speak to you.
Key accountabilities
To develop and maintain good working relationships with all clients.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
It is essential that you have prior work experience in the Professional Services sector.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
Objectives: The Client Account Manager will play a key role in nurturing client relationships, driving revenue growth, and enhancing overall business profitability, all while ensuring full compliance with FCA standards.
This dynamic role requires delivering exceptional service to meet the unique insurance needs of each client.
Client Support: Efficiently handle inquiries, policy renewals, claims, and provide expert advice on insurance products tailored to client needs.
General
If you're passionate about client satisfaction, maintaining compliance, and ensuring a smooth insurance process, this is the opportunity for you!
Join our dynamic team as a Customer Service Executive, where you'll play a key role in delivering exceptional service and support to our valued clients.
Posted by Howden Insurance Brokers Ltd • £27K/yr to £28K/yr
Who are we
Together, we have pushed the boundaries of insurance.
Howden is a collective - a group of talented and passionate people all around the world.
We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries.
Retain existing business and identify opportunities to upgrade client services with suitable solutions.
General
This role will focus on retaining existing clients and upgrading their services by delivering exceptional customer care and expert service knowledge, all while ensuring full FCA compliance.
Our client is looking for a dedicated Sales Advisor to join their team in Cirencester.
Posted by TSR Legal Recruitment • £23K/yr to £25K/yr
The team manages a busy caseload, working together seamlessly to deliver a client-focused and efficient service.
An excellent opportunity has arisen for an Assistant to join a highly regarded Private Client Team based in the Forest of Dean.
The successful applicant will ideally have some experience with Wills, Probate, and Lasting Powers of Attorney; however, full training will be provided.
Posted by Juice Recruitment Ltd • £23K/yr to £25K/yr
Day to day
Handle and resolve inbound calls as well as complete outbound calls with customers who are suffering financial difficulty.
General
Working within the Collections team, the ideal candidate will have the set objective of maximising cash collections and minimising bad debt through excellent customer service and effective debt recovery processes.
Juice is delighted to be supporting a leading organisation in Stroud, in their search for a Colletions Specialist.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.