Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
My client is seeking a dedicated Financial and Data Support Specialist to enhance the financial and data aspects of our Customer Services department while providing valuable assistance to the Accounts team.
This role is integral to managing credit control, reducing aged debt, and maintaining accurate financial and customer data.
This is a fully office-based position working Monday-Thursday 8-5 and Friday 8.30-3pm with one hour for lunch.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
We are currently recruiting for a powerful broking group that has a deserved reputation for offering a first-class service and provides a great place to work for those who wish to progress their career.
They are now keen to add an Account Handler to their team, based in their Cheltenham office, where you will join a part of the business that handles a variety of insurance.
It's an exciting time to be joining them, as they have lots going on, and big plans for the future!
Posted by Capio Recruitment Financial Planning • £50K/yr to £80K/yr
The Company
The opportunity to join an established, Chartered Financial Planning firm with a fantastic reputation who focus on offering their clients an outstanding service.
Development is something they are very passionate about and there is potential progression opportunities into senior roles.
General
This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.
Red Recruitment is recruiting a Customer Service Advisor, this role will involve managing a caseload of insurance claims, in a customer-centric manner, reviewing documentation, interviewing and ensuring client expectations are exceeded.
The salary for this position is £25,000 per annum and is a permanent role near Cheltenham.
Benefits and Package for a Customer Service Advisor
Salary: £25,000 per annum (depending on experience).