Posted by Resource Matters Ltd • £50K/yr to £55K/yr
Basic £50k Package
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
The Financial Services Compliance Officer role will require you to coordinate the training & competence requirements of the staff and organize training where required to ensure that the team are monitored and supported in their roles.
Posted by Resource Matters Ltd • £50K/yr to £55K/yr
Basic £50k Package
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
The Financial Services Compliance Officer role will require you to coordinate the training & competence requirements of the staff and organize training where required to ensure that the team are monitored and supported in their roles.
They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Posted by Kenneth Brian Associates Limited • £30K/yr to £35K/yr
Key Responsibilities
Provide comprehensive administrative support within the financial services team.
General
We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.
Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton.
The key focus of this role is to lead a team of Client Service Managers who provide day-to-day support to financial advisers.
You will ensure that the client is at the forefront of everything that you do, driving our service through efficiency and accuracy, whilst developing the skills and competencies of your direct reports.
We are pleased to share an exciting opportunity to join our Client Operations department as a Regional Client Operations Manager.
Then apply to this role as a Customer Service Representative, where you'll play a vital part in delivering top-tier service for our client's Mortgage and Savings customers.
Are you the go-to person for customer support and admin excellence?
Do you thrive in a role where you can make a real impact?
We are looking for individuals to join our Customer Collections team, where you will provide effective arrears support to our TFSUK Customers, ensuring a high-level of service is provided at all times.
Working in a fast-paced environment, you will work to specific deadlines, maintaining the focus of delivering good customer outcomes.
Using your listening skills, you will communicate with customers always showing empathy and professionalism, adhering to regulatory standards (including Consumer Duty) at all times.
Posted by Dimensions Specialist Recruitment Ltd • £23K/yr to £25K/yr
And services offered by the Society.
As an award winning financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales
They are currently seeking ann additiona team member within their new business team, where you will be the the first point of contact for new customers and intermediaries who are making enquiries about the financial products (ISA's, Bonds and Mortgages etc.)
Posted by Front Row Recruitment Ltd • £25K/yr to £30K/yr
My client, an established financial services company, currently seek an experienced Administrator with strong Excel skills to join their friendly team - duties will include:
Ensuring data for pension schemes is input correctly
Posted by Dimensions Specialist Recruitment Ltd • £22K/yr to £24K/yr
As a financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
They are currently seeking additional Customer Service Representatives to due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts.