Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Dimensions Specialist Recruitment Ltd • £24K/yr to £25K/yr
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in:
Posted by Dimensions Specialist Recruitment Ltd • £24K/yr to £25K/yr
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in:
Posted by Dimensions Specialist Recruitment Ltd • £24K/yr to £25K/yr
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in:
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity.
They will support your personal development, pay bonuses and have a whole range of additional benefits.
The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
The job-holder will have overarching responsibility for our client'smortgage customers up to maturity, including arrears & forbearance, repossessions, lifetime mortgage book customer contact and run-off, deceased customers, statements, FSCS single customer view, vulnerable customers, complaints and relevant regulatory reporting.
We are seeking a talented financial services leader for our well-respected, award-winning client, who are expanding their operations team.
As Head of Mortgage Services, you will be responsible for the management and development of our client's complex mortgage and savings operations, including all mortgage customer relationships, vulnerable customer and complaints teams.
Posted by Kenneth Brian Associates Limited • £25K/yr to £27K/yr
Responsibilities will include supporting the manager with
Complex lifetime mortgage administration.
General
Kenneth Brian Associates are working with a well-established client, within the Financial Services industry, who are seeking a new Administrator to join their team.
The role will focus on the administration of mortgage accounts, specifically lifetime mortgages, interacting with customers and/or their personal representatives.