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.
We are currently working with one of our long standing clients in the Bury location to assist with the recruitment of a Client Support Executive.
The main purpose of the job is to support the growth strategy in the division by identifying and capitalising on opportunities to increase levels of business and servicing the clients needs in line with contractual commitments.
You will be working within a busy sales and customer service environment delivering high quality service.
We are currently looking for organised individuals with a focus on customers to join our client as a Client Solutions Service Support.
This opportunity is based in Edinburgh with a salary of £25,000, working 35 hours per week, between 08:30 am - 17:30 pm Monday to Friday.
Why join the team
Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
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
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.