Posted by Lime People Search & Select Ltd • £22K/yr to £24K/yr
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.
Client Service: Delivering exceptional client care is essential, ensuring that all matters are managed with the utmost professionalism and attention to detail.
Caseload Management: You will independently handle a broad range of private client matters, including Wills, Lasting Powers of Attorney (LPAs), tax planning, and probate the role involves managing both grant-only and full estate administration, with cases ranging from simple to highly complex.
General
A reputable and well-established law firm in Sheffield is seeking an experienced Private Client Partner to join its team.
Posted by The Portfolio Group • £26K/yr to £28K/yr
Portfolio are proud to represent our client in their search for a Client Experience Team Leader.
We are looking for a leader who has managed a team within a call centre or customer service environment, dealing with a variety of customer queries, complaints, onboarding amongst others, as well as people management.
This is a once in a career opportunity for an exceptional Team Leader to join a truly Sales and Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation.
Posted by The Portfolio Group • £26K/yr to £28K/yr
Portfolio are proud to represent our client in their search for a Client Experience Team Leader.
This is a once in a career opportunity for an exceptional Team Leader to join a truly Sales and Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation.
With an unrivalled track record of incredibly strong year on year growth of its subscription model business, our client supports over 80,000 organisations and 13 million lives across the UK & Ireland.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
You will be responsible for managing a portfolio of clients and ensuring their insurance needs are met promptly and efficiently.
The main purpose of this role is to deliver a high quality advisory service to both new and existing clients to negotiate with them and the insurance market to ensure their needs are met.
We have partnered with a leading city centre broker to recruit for an experienced client service handler.
Posted by Hays Specialist Recruitment Limited • £50K/yr to £70K/yr
Your new company
Due to retirement, an excellent opportunity has arisen within a well established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients.
Flexible working culture, advisers manage their own diaries, no requirement to be office-based.
Here, you can utilise your skills in a fulfilling, supportive environment where you'll truly make a difference in people's lives.
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