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.
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.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
Posted by Protective Care Group Limited • £28K/yr to £30K/yr
We are growing rapidly across the UK.
We specialise in providing a level of support that local authorities are often unable to; support that makes a real difference to somebody's quality of life and future prospects.
Protective Care Group was established to provide bespoke and tailor-made support for young people with severe, complex needs, particularly those exhibiting extremely challenging behaviour.
You would be providing professional advice and service to all clients.
You will effectively manage policy events following compliant processes ensuring that all customers are dealt with professionally and fairly.
The Role
We have a fantastic new opportunity for an experienced Commercial Client Handler to join our Commercial Enterprise Unit based in our Gloucester office.
My client is seeking a dedicated Financial and Data Support Specialist to enhance the financial and data aspects of our Customer Services department while providing valuable assistance to the Accounts team.
This role is integral to managing credit control, reducing aged debt, and maintaining accurate financial and customer data.
This is a fully office-based position working Monday-Thursday 8-5 and Friday 8.30-3pm with one hour for lunch.