Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
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.
Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team!
Are you a customer-focused individual with a passion for providing exceptional service?
BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won't be provided to the expected level.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.
Posted by Diamond Search Recruitment Ltd • £33K/yr
Recruiting for a Customer Support Specialist, this is an exciting opportunity, reporting to the Customer Support Manager.
Diamond Search Recruitment are delighted to be exclusively representing our client, a company who understand that putting their customers at the heart of everything they do is paramount for success.
Established 13 years ago, our client started as a software company working exclusively with healthcare providers and they are transitioning to a tech-enabled management consultancy whilst retaining their systems.
Posted by JLD Recruitment Ltd • £24K/yr to £28K/yr
Purpose of the role
The role will be to provide communication and support services for clients Ensure clients know they are valued and to develop clients re additional products or services (where appropriate).
Promoting the company services and products to prospects through planned communications, networking and other marketing activities.
General
You will need to be a driver for networking/events
Posted by NELSON SCOTT RECRUITMENT SERVICES • £25K/yr
As an Customer Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts.
Working as part of an energetic, professional and friendly team who predominantly provide dedicated support to Direct clients; online clients who do not receive on-going advice and are happy to make their own investment decisions.
You will be expected to deliver first class customer service at all times.
A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business.
This company approaches their work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs.
With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.