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.
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.
An exciting opportunity has arisen to join our client, a leading organisation, in Marlow, home to some of the most well known brands in the UK!
We are looking for someone confident, customer focused and enthusiastic with previous office based customer service experience and knowledge of how to use a CRM.
Fantastic benefits, lovely working hours - 9am - 5pm Mon to Fri, plus 25 days holiday and private medical.
You will investigate and resolve queries, maintain customer master data and sales conditions to ensure high levels of customer service is met.
As Customer Services Representative you are responsible to support effective supply chain management through customer order management.
You will communicate effectively both internally and externally to build relationships with customers and contribute to delivery of supply chain projects.