One of our Financial Services clients requires a Complaints Administrator to manage a variety of complaints from customers, whilst ensuring they are commercially aware at all times.
This is a fixed term contract until the end of June 2025.
Key Responsibilities
Receiving inbound queries and complaints from customers and responding in a timely and appropriate manner.
My Client is a small but growing, organisation servicing financial services, from Investment Banks through to private banks and asset managers.
Operating from locations across the globe, my client has a world class reputation and is an emerging leader in the field of compliance consultancy (specifically Governance, Risk and Compliance).
Due to strong financial year results and projections, the business is now on the lookout for an experienced Account Manager to join the team and work with existing clients to grow the portfolio spend.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
They are currently expanding their financial accounting team and are looking for a talented Senior Financial Accountant to contribute to their ongoing success.
We are proud to partner with a prestigious and innovative professional services group that is recognized for its commitment to excellence and industry leadership.
With a strong presence in multiple markets, this organization is dedicated to delivering exceptional value and fostering a culture of collaboration and growth.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
This no limits approach means that we can rise to any challenge.
Maintain and develop good business relationships with internal and external customers
The Finance Administrator will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined accounts orientated activities.
Ensure clients receive regular and effective communication which is professional and delivered to the highest standards