As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team.
In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs.
Overview
Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.
In ESS you'll get given every opportunity to progress within a company that invests in its people, celebrates individuality, and rewards and recognises employees who love to give great customer service.We ensure you're rewarded for all your hard work, which is why we offer a comprehensive benefits package which includes but is not limited to:
We're looking for a Customer Service Assistant who will be the face of our business, delivering exceptional customer service for ESS at one of our many sites where we provide catering and cleaning services to the military and Ministry of Defence.
You'll join a team that takes a real pride in what they do, takes pride in their food and most of all, join a company that takes pride in its people.As a Customer Service Assistant, you will contribute to a passionate and friendly team working in a supportive environment.
In ESS you'll get given every opportunity to progress within a company that invests in its people, celebrates individuality, and rewards and recognises employees who love to give great customer service.We ensure you're rewarded for all your hard work, which is why we offer a comprehensive benefits package which includes but is not limited to:
We're looking for a Customer Service Assistant who will be the face of our business, delivering exceptional customer service for ESS at one of our many sites where we provide catering and cleaning services to the military and Ministry of Defence.
You'll join a team that takes a real pride in what they do, takes pride in their food and most of all, join a company that takes pride in its people.As a Customer Service Assistant, you will contribute to a passionate and friendly team working in a supportive environment.
Randstad Sourceright, a leading provider of RPO & MSP Recruitment Services is currently recruiting for a Customer Services Support Operator to work for a global leader in intelligent traffic solutions; they develop novel mobility options for cities, highway authorities and mobility providers.
The Role
Working as part of the team you will be dealing with customs import and export matters.
As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.
Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner.
You will be working within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
We are pleased to be recruiting on behalf a leading specialist insurance company seeking to add to their successful intermediary and broker support function.
You will play an important role in enhancing relationships and successfully dealing with intermediary enquiries, updates and quotes.
Candidates will be responsible for building and developing relationships with brokers and supporting with health insurance quotations relating to SME clients.