My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
We are seeking a Junior / Apprentice IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
You will ideally have a couple of years of Office Administration experience within any sector.
My client is looking for customer focused individuals to join their customer solutions team.
This is an ideal role if you have excellent customer service and communication skills and are looking for a role that offers a fantastic working environment along with excellent career development opportunities.
This is a fantastic opportunity to join a growing organisation based in Leeds.
You will be talking to potential clients about their interest in Equity Release, Pensions or Mortgages.
Once you feel the customer is engaged in the relevant product, you will use our conversational tool to qualify them and pass them to one of our advisors.
The role consists of handling a mixture of Inbound and Outbound customer calls.
Are you a highly organised dynamic PA with exceptional IT skills and a flair for organisation and creativity?
Are you searching for THAT opportunity where you'll enjoy a wide variety of responsibilities and autonomy, working in an ambitious and growing company?
Our client is a well know Financial Services business who are seeking an experienced Compliacnce & Controls Assurance Manager to join their team.
As a Controls Assurance Manager, you will be responsible for managing a specialist team to deliver controls and outcome assurance over COO 3rd Party Suppliers.
You will ensure that suppliers provide complete and accurate qualitative services to COO, generating the right outcomes for customers and meeting policy requirements.