In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts.
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team.
Joining as Client Services Manager offers an opportunity for professional growth, competitive compensation and a dynamic work environment.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Reporting to the General Manager, your role is to manage all aspects relating to finance, including financial analysis, cash flow projections, project management and invoicing.
A growing and highly respected organisation, our partner is passionate about excellent customer service, being an employer of choice and running as efficiently as possible.
Your responsibilities will include
Carrying out detailed financial analysis, both current and historical, to identify trends that can improve the business.
Providing an efficient and professional service to assist our clients when selling and arranging a motor insurance policy.
We have a fantastic opportunity for a Motor Insurance Sales and Renewals Handlerto join us at our newly renovated and stylish head office in Harrogatetown centre.
General
Working closely with your team and providing excellent levels of customer service, strong verbal and written communication skills are required, as well as a desire to join a fast growing, energetic and modern business who invest in the development and wellbeing of all colleagues.
The Paraplanner is responsible for assessing client's requirements and researching, identifying and presenting solutions in support of Adviser recommendations.
Our client is looking to recruit an experienced Paraplanner, reporting to the Paraplanning Team Leader.