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.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Within the accountancy services team, you will assume responsibility for managing a portfolio of clients.
You will be provided with full training and support to allow you to take on a client portfolio and manage the day-to-day duties of working as an accountant.
The job will encompass managing and being responsible for providing excellent customer service as well as ensuring all clients' deadlines are met promptly.
An exciting opportunity has become available for Customer Service Advisors to join our clients team on a full-time, temporary basis.
This is a fully office based role based in Sheffield.
Training for the first week, from 1 July 2024, will be Monday to Friday 9am until 5pm and after training, the working hours will be Monday to Friday 10am until 7pm with the possibility of working Saturday from 9am until 1pm.
My client is one of the largest names in the UK consumer market who, as part of its offering, has an excellent legal services branch.
Due to a significant expansion of instructions and the need for qualified expertise, there are a number of vacancies available which will have a focus not only on delivering private client expertise but also on improving and establishing an AI tool to support my client's case review process, alongside improving their case management systems.
This role is only suitable for qualified solicitors, chartered legal executives (CILEx) or candidates with STEP qualifications.
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.
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.