We are pleased to be recruiting on behalf a leading and expanding financial services organisation seeking to expand their customer services function.
Candidates will be response for communicating with existing clients offering support services as well as actively identifying potential new business opportunities.
You will liaise with colleagues in the field and support with processing contractual changes, answering ongoing queries from clients and reconciling payments and other information.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
London / £27,500 Basic, OTE £60,000.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
Posted by Dimensions Specialist Recruitment Ltd • £23K/yr to £25K/yr
And services offered by the Society.
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.)
Posted by Satis Wealth Management • £24K/yr to £28K/yr
Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence.
Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a long-lasting relationship.
The Client Service Administration Assistant serves as a support role to the Satis Client Service team, focussing on the back office systems used by Satis and focussing on client service.
Posted by Dimensions Specialist Recruitment Ltd • £22K/yr to £24K/yr
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.