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.
Understand, support and advise customers requiring a wide range of information, advice and guidance.
To provide a telephone and multi-channel support service with integrity, professionalism and adhering to all relevant process, procedures, and legislation.
General
The Customer Service Advisor is required to provide an exceptional level of service to our service users working with a variety of well-known and smaller organisation from charity, third sector and government sectors.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
Our client is a leading provider of specialist products for a wide range of industries, including construction, events, utilities, and offshore oil and gas.
Working as a key member of the Customer Service team you'll be dedicated to ensuring a seamless experience.
They operate across multiple locations in the UK, supporting businesses with tailored, flexible solutions.