They are currently seeking additional Customer Service Administrators due to ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage, Investment and Savings Accounts.
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.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
They are currently seeking additional Customer Service Representatives to due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts.
As a 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.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential
TIFFANYS WEALTH MANAGEMENT LTD; Position Description
Person Description
Must be extremely Organised and able to multitask.
We are now seeking an additional Pensions Administrator to join our team as the business grows.
The role could suit candidates with previous administrative experience from a pensions, wealth management, investments or IFA related role as we can provide training on specific our products and services.
We are a successful and well established Investments and Pensions company who have grown due to acquisitions.
These are not your usual "automated roles" and are mix of both administration and customer services, where you will be involved in:
With training, the role is a dual role split into providing both administration and customer service to existing customers regarding their Mortgage, Investment and/or Savings Accounts.
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?