Ensuring that all complaints are addressed within the timescales set down internally and by our regulator.
Client Services plays a key role in the delivery of the HL strategy by unravelling process or service-related issues that could cause clients to be unhappy.
We solve problems, assess process faults, and work hard to retain our clients by putting things right and rebuilding their trust.
Our FP&A team are looking for a Finance Business Partner to support New Growth and Fund activity.
The role is responsible for commercial analysis, decision support, budgeting and forecasting relating to Funds and New Growth opportunities.
The role reports into the Property FP&A Manager, with additional stakeholders outside of the team including Fund Managers, New Growth teams, and fund and JV investors.
As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, whilst helping support local communities.
We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK.
This opportunity would suit an enthusiastic and confident individual who has a strong track record in sales, account management and relationship building.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support .