If you're passionate about client satisfaction, maintaining compliance, and ensuring a smooth insurance process, this is the opportunity for you!
Join our dynamic team as a Customer Service Executive, where you'll play a key role in delivering exceptional service and support to our valued clients.
What You'll Do
Client Support: Efficiently handle inquiries, policy renewals, claims, and provide expert advice on insurance products tailored to client needs.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
You would be providing professional advice and service to all clients.
You will effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.
The Role
We have a fantastic new opportunity for an experienced Commercial Client Handler to join our Commercial Enterprise Unit based in our Gloucester office.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
Only a few years into their journey they have been scaling up rapidly and are now looking to build out their finance function further.
Working as part of a values driven business, the Bookkeeper will work alongside an experienced Finance Controller to help bring their current finance function in-house from an out-sourced function.
Harmonic are proud to be working alongside an exciting FMCG business on the hire of their first bookkeeper to join the team.
Join one of the best award-winning companies in Gloucestershire and kickstart your career with training provided and brilliant progression plans.Only a 15-minute drive from Gloucester town centre with excellent bus routes and transport links.
£24,100 increasing to £25,600 within 18 months.
Do you fancy a hybrid role with the opportunity to maintain your wellbeing with yoga days, cycle schemes and health insurance plans?