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 Page Personnel Finance • £35K/yr to £45K/yr
The Client Services Post On-boarding role involves managing client accounts, ensuring seamless payment processing, and enhancing client efficiency.
The client is an award-winning financial services firm listed on the London Stock Exchange, recognised for its rapid growth and international reach, with a commitment to empowering employees and providing top-tier service to clients across 50 countries.
You will play a critical part in maintaining client relationships and driving process improvements across the department.
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.
Posted by Sandiford Green Limited • £35K/yr to £41K/yr
Taking your Legal Secretarial experience to the next level your focus will be to identify the best approach and methodology to provide exceptional service levels to Partners, Fee Earners and their clients.
To achieve this, you will need to take an active interest in and obtain a thorough understanding of all aspects of client requirements.
This role also carries extra responsibilities in a Lead capacity , you will be responsible for the performance management and quality of output of your direct team so ideally you will have managed /mentored before.
High-performing institutions cultivate and grow talent, carefully balancing costs and rewards.
From employee benefits to executive compensation, we take a rounded perspective, based on leading-edge thinking, data, analytics and software, unearthing new ways to motivate people, foster wellbeing and implement solutions that work.