My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
This role is to act as a personal assistant to a visually impaired barrister.
The role will involve converting court documents so that they are accessible to the barrister using specialist OCR software, proof-reading documents and also orientation/practical help at court.
The job is varied and involves travel predominantly throughout Yorkshire, Lancashire and the North East so applicants will need to be enthusiastic and flexible.
You will be talking to potential clients about their interest in Equity Release, Pensions or Mortgages.
The role consists of handling a mixture of Inbound and Outbound customer calls.
Once you feel the customer is engaged in the relevant product, you will use our conversational tool to qualify them and pass them to one of our advisors.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
As part of that team, you'll undertake a broad variety of delivery work including relationship management, directing and coordinating employer and trustee projects, providing governance advisory services and communications for a portfolio of employer clients and trustees.
The client services team provide effective relationship management to a portfolio of over 2500 employers who between them have over 400,000 members and almost £10bn funds under management.
This award-winning multi-employer pension scheme is looking to hire an experienced Senior Client Relationship Manager to join their highly regarded Client Services team.
This role is to act as a personal assistant to a visually impaired barrister.
The role will involve converting court documents so that they are accessible to the barrister using specialist OCR software, proof-reading documents and also orientation/practical help at court.
The job is varied and involves travel predominantly throughout Yorkshire, Lancashire and the North East so applicants will need to be enthusiastic and flexible.
Angard Staffing is the dedicated provider of Customer Service Advisors to Royal Mail's contact centres across the UK.
Due to an increase in workload volumes, we are looking for candidates who have a passion for customer service to join the team on a temporary basis at our key site in Dearne.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.