Our client is dedicated to excellence in customer service and administrative support and are looking for someone with similar passion to join their team.
Are you passionate about providing exceptional customer service in a dynamic and fast-paced environment?
If so, we have an exciting opportunity for you to become a vital part of our established team.
We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team.
The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service.
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
Our client is seeking a Service Delivery Administrator to join their office on a permanent full-time basis.
Well accustomed to dealing with all aspects of day-to-day customer requirements, the successful candidate will have further experience working closely with the company's suppliers, agencies, and third-party contractors.
PRINCIPAL RESPONSIBILITIES
Assist in answering incoming calls to the office phone number during working hours.
Acting as the key interface between Customers and the Internal Support Departments ensuring strong and lasting relationships are built and maintained at all levels within both organisations.
Managing Customer Accounts in-line with contractual commitments and ensuring Program expectations and KPIs are met or exceeded.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The candidate must have a minimum of 2 years skills within the role to be considered.
A highly reputable non-for-profit association is looking for an organised and detail-orientated individual to join the team as a Finance and Administration Support You will be responsible for a range of financial and administrative tasks to ensure the smooth operation of the association.
The ideal candidate will have some bookkeeping/finance experience and be a confident administrator.
Previous use of Quickbooks/Xero or similar will be ideal.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The candidate must have a minimum of 2 years skills within the role to be considered.
My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies.
The role of the Customer Support Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day to day running of the client portfolio, including all client and provider interactions.
The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension.
The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area.
The candidate must have a minimum of 1 year's skills within the role to be considered.