This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry.
Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.
Posted by Acorn insurance & Financial Services LTD • £24K/yr to £28K/yr
What you will be doing
Responding to Customer Queries about their insurance policies via phone, email and webchat.
General
Through full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business and service our customers with all complex queries.
Posted by Acorn insurance & Financial Services LTD • £24K/yr to £28K/yr
What you will be doing
Responding to Customer Queries about their insurance policies via phone, email and webchat.
General
Through full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business and service our customers with all complex queries.
Are you an enthusiastic finance professional with a passion for deliver world class customer service?
Would you like to be part of an award-winning finance lender that prioritises exceptional service whilst working in a supportive and dynamic work environment?
Are you a detail-oriented compliance professional with a passion for financial services?
About the Role
Our client is looking for an experienced IFA File Checker to join their the team and help ensure high standards across our client advice files and documentation.
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses.
Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
Posted by Incubate Consulting • £23K/yr to £27K/yr
We are seeking a dedicated and customer-oriented Customer Service Executive to join a busy and fast-growing financial services business.
Our client is a leading financial services business based in the Liverpool area.
The role involves addressing customer needs, handling inquiries, resolving complaints, and ensuring a high level of customer satisfaction across various communication channels such as phone, email, chat, or social media.
Would you like to be part of an award-winning finance lender that prioritises integrity and exceptional service whilst working in a supportive and dynamic work environment?
Are you an enthusiastic finance professional with a knack for ensuring accuracy and excellence in administration?