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.
The Private Client team deals with a range of areas including:
This role will be to assist the fee earners in their day to day work by providing support and an efficient secretarial and administrative service within the Private client department.
Well established, law firm with offices across Surrey and London are seeking a Legal Secretary/ PA to join their busy Private Client department.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm.
Perfect role for someone with an accounts or audit background within practice, seeking a change to a client facing role where you will be able to utilise your experience and expertise.
Working closely with a diverse portfolio of clients from various sectors, you will be providing expert advice and be their main point of contact for the firm.
We are delighted to bring this exciting and varied role to the market with one of our most well-established clients.