Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
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.
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.)
We are searching for a Financial Services Administrator to join a professional and friendly team in the Bracknell area.
You will play a crucial role in supporting Independent Financial Advisors, ensuring that all client communication, documentation, reports, and data are handled accurately and efficiently.
You will be responsible for maintaining client files, preparing meeting packs, processing new business applications, and ensuring compliance with industry regulations.
We deliver innovative, award-winning services including Cleaning, Catering, Security, Technical Services, Energy Management and compliance, front of house, landscaping, logistics, waste management and pest control services to the public and private sectors and our mission is to make people and places the best that they can be.
Hours per week: Monday to Friday - 09:00 - 17:00 - 37.5 hours per week
OCS UK & Ireland is a leading facilities management company with a turnover of £1.7bn and 50,000 colleagues.
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.
My client is an EPIC, WITH A WONDERFUL FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporting the IFA Financial Advisors and the client bank on this and the business and team supporting with your skills and also linked to Compliance.
There is room for growth and opportunity within this role.
The clients are looking for a team player with good common sense, an eye for detail, an excellent telephone manner/communication skill and the ability to work independently as well as within a busy team and supporting.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
These business cover many forms of financing and lending including, inter alia , sovereign lending, securitisation, infrastructure and energy, transportation, commercial real estate, fund financing, direct lending, Islamic finance, strategic equity transactions, structured and complex derivatives and repos, as well as distressed products and flow derivative products.
The Global Emerging Markets and Global Financing and Credit Trading businesses sit within the Investment Bank division of the Bank.
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: