Posted by Meraki Talent Limited • £29K/yr to £31K/yr
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.
Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.
This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Posted by IDEX Consulting Ltd • £55K/yr to £65K/yr
You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.
An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow.
You will have the ability and initiative to self-generate your own business and strategise new business development opportunities.
As a Customer Service Agent, you will play a vital role in supporting customers and internal stakeholders manage mortgages and settlements.
Our client, one of the UK's largest banking groups, is seeking experienced Customer Service Agents to support their Customer Service Operations team, specialising in the management of loans for business assets.
Hybrid Working: 2 days per week in the office after training
Customer Service Representative; Starting at £21,840-£23,000
35 hours per week; Hybrid remote
So, what does the role entail
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.