They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance.
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to join their brilliant team.
Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do.
Acting as the voice of our customers within Energy Park, you'll ensure you understand their needs, communicate these to the business and advocate for them.
Working with the Head of Customer Success, this role offers the opportunity to play a key role in our scaling business, contributing to the growth of our Customer Success function, and the development of our future strategy.
You will assist in the design, definition and implementation of new systems, and the creation of key KPIs, SLAs and feedback mechanisms, whilst also handling day-to-day contact with customers requiring assistance, and pro-actively monitoring our live estate, flagging any concerns.
Assist in the planning and execution of marketing campaigns across various channels, including digital, social media, email and print.
General
Working with the Head of Brand & Communications, you'll support our growing business by planning, implementing and monitoring a variety of marketing and content strategies.
You'll play a crucial role in creating compelling online content to promote our business and drive awareness, whilst also supporting the marketing team with wider marketing initiatives.
Based in Redbourn, Hertfordshire, our fast-growing client is looking for an Accounts Assistant to join their team on a permanent basis.
This company is a rapidly growing, multi award winning business with a great track record in an industry that adds significant value to its customers.
This job would suit an all-rounder accounts assistant with previous success in exceeding debt collection targets to be responsible for managing and monitoring accounts receivable to ensure timely payments from customers, maximising cash while minimising bad debts & financial risks.