Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities for Motor Complaint Handlers to work within the financial services sector for a major UK bank.
You will be working on an existing client project supporting the motor finance complaints team.
Please note, this role is a full-time position with 1-2 days in the
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Bristol team.
This client spends time learning about their clients' unique needs to help shape their futures.
Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.
This remote based Financial Services Trainer job is ideal for individuals experienced in training IFAs, Paraplanners and Administrators
As a Financial Services Trainer, you play a critical role in ensuring the business provides great advice to clients through the delivery of your performance and excellence framework.