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!
Proactive accountability for all aspects of day-to-day service, quality and standards, stakeholder relationships, consultancy, problem solving & risk mitigation, commercial profitability and growth, for assigned clients.
Senior account management, communication delivery and direction.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.
You will liaise with colleagues in the field and support with processing contractual changes, answering ongoing queries from clients and reconciling payments and other information.
Candidates will be response for communicating with existing clients offering support services as well as actively identifying potential new business opportunities.
We are pleased to be recruiting on behalf a leading and expanding financial services organisation seeking to expand their customer services function.
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.
This client is a leading American law firm with 20 offices around the globe employing over 1200 lawyers.
They are currently hiring a Revenue Assistant who is responsible for the overall billing cycle across multiple practice groups, dealing directly with Partners and secretaries.
The London office is their European hub and is a vibrant and busy place to work.
Insurance Client Manager/Client Director Professional Services Group Fixed Term Contract
Aon has an opportunity for either a Client Manager or a Client Director to join our London-based Professional Services team on a FTC basis until January 2025.
Do you have a strategic approach when dealing with clients
Are you interested in working with some of the UK's largest Professional Services firms?