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.
Posted by Addington Ball Recruitment Ltd • £28K/yr to £34K/yr
We have an incredible opening for a SSAS Client Associate (Small Self-Administered Schemes) to be a part of the UK's leading SSAS provider based in Bristol.
This highly admired, and award-winning financial services business has experienced significant growth and has over 4,000 schemes with assets under administration of over £4 billion.
At the core of the business is its people, creating an innovative and caring culture as well as providing genuine work life balance along with future career development opportunities.
They are looking for experienced individuals who are motivated and wanting to further their careers within the financial services industry by joining their team as a Client Support Administrator.
Reed Financial Services are pleased to be recruiting for an exciting opportunity for a Private Client Support / IFA Administrator to join a National IFA Bristol that's been established over 20 years and very well regarded and won multiple awards.
To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures.
Robert Half are delighted to be partnering with a construction business in South Bristol on the recruitment of a full time and permanent Finance Assistant.
This role is to be fully office based, Monday to Friday, 9am to 5pm.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
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.
Posted by Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor near Bristol, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
We have a new position open for a Customer Services Representative / Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department.
This is not a sales role.
You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence.