In this role, you'll play an essential part in delivering exceptional service, helping to resolve financial queries from both internal and external stakeholders.
We're looking for a Customer Service Agent to join our Finance Service Centre team at Epsom Court.
The helpdesk is a key point of contact for the Finance Service Centre at the National Trust.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
We are delighted to represent a highly successful Independent Financial Planning firm located in Trowbridge.