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 Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
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.
Posted by Aimee Willow Connex • £25K/yr to £30K/yr
General Responsibility
Working within the Operations Department providing support to the Client Management teams for proactive management of a portfolio of clients.
To deliver exceptional client service, maintain internal and client relationships and effectively identify any risks to prevent loss of income and reputation to our business.