They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
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'.
Independent Financial Adviser; Remote working available
This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio.
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
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.)
We have a fantastic opportunity for you to join a team operating within a critical function in the financial services industry.
Are you a naturally helpful and friendly person who enjoys speaking with customers and assisting them with their financial queries?
As a Customer Service Advisor, you will be the first point of contact for customers, supporting them through an inbound contact centre via multiple channels.
Warner Scott are representing a mid-market professional services firm who are looking to add a Financial Services (FS) focussed Director/Partner to their Transaction Services function.
The firm has experienced stable growth over the past couple of years, and are now in a strong position to bring in a senior professional to develop an FS advisory function.
This is an excellent opportunity for an experienced corporate finance professional looking to join a firm with consistent and robust growth.
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.
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.
Coverage spans all major financial markets and prices are available at multiple times daily.
The Pricing Service by Refinitiv (Pricing Service") is an independent, global evaluated pricing source covering over 2.6 million fixed income securities and derivatives.
Our evaluated prices, which provide detailed transparency and market insight, are designed to support asset managers, custodian banks, mutual funds, investment banks, accounting firms, and financial research providers.