Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.
Morgan McKinley are working with a leading Top 10 firm with their search for a Private Client Services Assistant Manager within their Guildford office.
This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
Are you looking for a Customer Services Advisor role
A number of clients are wishing to recruit a variety of short and long-term roles; these include temporary and fixed-term contracts, both hybrid and office based.
Are you looking for a Customer Services Advisor role
A number of clients are wishing to recruit a variety of short and long-term roles; these include temporary and fixed-term contracts, both hybrid and office based.