Posted by Dimensions Specialist Recruitment Ltd • £23K/yr to £25K/yr
As an award winning financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales
And services offered by the Society.
They are currently seeking ann additiona team member within their new business team, where you will be the the first point of contact for new customers and intermediaries who are making enquiries about the financial products (ISA's, Bonds and Mortgages etc.)
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Then apply to this role as a Customer Service Representative, where you'll play a vital part in delivering top-tier service for our client's Mortgage and Savings customers.
Are you the go-to person for customer support and admin excellence?
Do you thrive in a role where you can make a real impact?
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Joining us in Financial Services Business Risk Services (FS BRS)
Grant Thornton's Agile Talent Community is a network of contract professionals, giving you the opportunity to work with our clients alongside Grant Thornton teams on a project-by-project basis whilst being supported by our dedicated Agile Talent team.
Our client is an expanding Investment Management firm, who are looking to recruit an experienced Business Quality Manager to work within their established team, helping to ensure that they continue to meet regulatory requirements relating to investment advice, portfolio management, and record keeping.
You will be required to use your excellent compliance analysis skills, conveying complex regulatory information, whilst delivering an outstanding investment service within regulatory requirements.
Our Client Service Managers are the engine of our business.
They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Posted by Toyota Financial Services • £28K/yr to £32K/yr
Working in a fast-paced environment, you will work to specific deadlines, maintaining the focus of delivering good customer outcomes.
We are looking for individuals to join our Customer Collections team, where you will provide effective arrears support to our TFSUK Customers, ensuring a high-level of service is provided at all times.
Using your listening skills, you will communicate with customers always showing empathy and professionalism, adhering to regulatory standards (including Consumer Duty) at all times.
Posted by Santander Consumer Finance • £25K/yr to £27K/yr
For our customers who are in financial difficulty, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too.
This role is extremely rewarding as you can assist customers with a simple query or be required to handle a more complex situation to help find a suitable solution to support their financial difficulties, whilst protecting their information through our GDPR and data protection guidelines.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.