Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to join their brilliant team.
Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do.
They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance.
Working with the Head of Customer Success, this role offers the opportunity to play a key role in our scaling business, contributing to the growth of our Customer Success function, and the development of our future strategy.
You will assist in the design, definition and implementation of new systems, and the creation of key KPIs, SLAs and feedback mechanisms, whilst also handling day-to-day contact with customers requiring assistance, and pro-actively monitoring our live estate, flagging any concerns.
Acting as the voice of our customers within Energy Park, you'll ensure you understand their needs, communicate these to the business and advocate for them.
We are looking for a Lettings Coordinator to support our Harpenden & Rickmansworth offices by dealing with enquiries via phone email or in-person, general administration and compliance.
General
You will collaborate with cross-functional teams and contribute to the success of the company.
Overseeing the day-to-day operations in the office, ensuring properties are marketed correctly and that clients and customers receive outstanding customer service.