Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
Client Support: Efficiently handle inquiries, policy renewals, claims, and provide expert advice on insurance products tailored to client needs.
General
If you're passionate about client satisfaction, maintaining compliance, and ensuring a smooth insurance process, this is the opportunity for you!
Join our dynamic team as a Customer Service Executive, where you'll play a key role in delivering exceptional service and support to our valued clients.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Posted by Intelligent Human Resources Ltd • £22K/yr to £23K/yr
Our client a leading independent hearing care team, and due to an internal employee promotion are now looking for a professional, friendly and outgoing finance assistant who will be part of a successful team who provide a complete hearing care service to our patients.
Their professional audiologists offer hearing tests and tinnitus consultations, additionally our team of Ear Wax Removal Technicians provide expert ear wax removal services via pain-free effective microsuction or irrigation techniques.
They are proud to remain independent, which allows them to bring the most advanced hearing systems to our patients from the world's leading hearing aid manufacturers.
We are looking for an individual who have a passion for Customer Service and are friendly and engaging and are looking to join an organisation where they can build and progress their career.
The products that you will be working with range from Music, Cycling and Photography, are an inspiring photographer, passion for music, cycle enthusiast or simply want to join a company who will help you establish and grow your career we want to hear from you!
Our Guardcover team specialising in lifestyle products are looking for an energetic Customer Service Representative to join their established team.
Posted by Ageas Insurance Limited • £35K/yr to £42K/yr
General
Salary Range: £35,200 - £42,000
Strategic Underwriter
To contribute to the profitable development and maximise the performance of Ageas Household accounts by assisting in the development and improvement of pricing and products through all distribution channels.
Main Responsibilities as a Strategic Underwriter
To review underwriting rules and documentation and make recommendations to ensure that the business written by Ageas is of the required quality to maximise the profitability of the accounts.
FCA RESPONSIBILITIES AND DUTIES in line with CAFCASS Service Standards
You will provide advanced social work-level services to children, families and courts by assessing and analysing court applications.
Also, to influence those with parental responsibility to be more child-focused when needed, to advise the courts and Local Authorities about safeguarding concerns and about how a child's life can be improved, supporting judicial case management in the process.