Talent Guardian is thrilled to be partnering with a leading accountancy firm in Ferndown, seeking a dynamic and experienced Client Service Manager to join their team on a permanent basis.
This is your chance to step into a pivotal, client-facing role where you will be the driving force behind exceptional service delivery and long-lasting client relationships.
Key Responsibilities
Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.
About the Role
As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice.
You will liaise with clients, providers, and colleagues, so strong communication skillsboth written and oralare essential.
Talent Guardian is seeking a motivated and experienced Commercial Finance Broker with Commercial and Buy to Let Mortgage experience for a client in the Ferndown area.
The role involves originating new clients, generating business enquiries, understanding funding requirements, and presenting tailored funding proposals.
This is a great opportunity for someone who is looking for a new opportunity on a permanent basis to work with a client with 22 years of financial service work as their Client Services Manager in Wimborne.
REED are recruiting on behalf of a well-established accountancy firm in Wimborne for a Client Services Manager on a full-time basis.
As a Client Services Manager your duties will include
Deliver client requirements effectively and efficiently, whether directly or via other members of the team.
Posted by Hays Specialist Recruitment Limited • £55K/yr to £65K/yr
Your new company
A well established, privately owned and market leading organisation, with B2B and B2C routes to market, is recruiting a commercially focused Financial Controller to join their team.
You will be working in a pleasant office space (with free parking) 4 days a week, with home working available 1 day a week.
This role offers an exciting opportunity to lead and develop a financial advice team, ensuring high-quality service delivery and innovative proposition development.
MERJE is seeking an experienced Advice Operations Manager for a leading life insurance company.
The successful candidate will play a crucial role in the company's Advice & Direct Senior Leadership team.