Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Blakemore Recruitment • £55K/yr to £60K/yr
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
My global pharmaceutical client, based in Buckinghamshire, are looking for a Spanish Speaking Customer Service/Complaint Intake Analyst to join their team urgently initially on a 12-month basis.
Purpose
The Complaint Intake Analyst works to support PMQA through providing the initial triaging of complaints from all channels and serves as the first point of contact with the customer.
I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
To be considered you as outlined, must have a skilled CAS Status in order to join.
This is an outbound and inbound customer service role - excellent customer service.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.
Paying a basic of £24,000, with the opportunity to increase your earnings to over £32,000 and some of the top performers earn late £30's through upselling and cross-selling.
We're open minded and love to share ideas and learn from other's experiences.
The floor is yours as an Assistant Manager, as we have a passion for discovery and learning which gives everyone the opportunity to grow.
At Cte, we're big on trust and have a culture built on camaraderie and friendship, which makes it easy to bring what makes you uniquely you, to the table.