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 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 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 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.
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 BSAVA (British Small Animal Veterinary Association) • £63K/yr to £67K/yr
The British Small Animal Veterinary Association (BSAVA) are exclusively partnering with Robertson Bell to recruit a Head of Finance & Shared Services to join their dynamic team on a permanent basis.
Reporting into the CEO and as a key member of the Leadership Team, this critical role will be responsible for the development of effective financial strategy to deliver the organisations strategic ambitions, whilst also supporting the strategic development, performance measurement and the optimisation of the Charity's income.
BSAVA is the professional body that serves veterinary surgeons and nurses who treat companion animals and it exists to enable the veterinary profession and professionals thrive.
Are you an experienced Account Handler with expertise in Professional Indemnity (PI) and Cyber insurance within the FinTech sector?
This is your chance to advance your career into a strategic broking role with a rapidly growing insurance broker based in Cheltenham.
My client, a leader in the industry, has swiftly achieved £11.5 million in gross written premium (GWP) and is set to reach £20 million this year, with an ambitious goal of £100 million by 2028.