We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
Posted by E Personnel Recruitment • £18/hr to £20/hr
The Billing and Collections Specialist reports to the Billing & Collection Manager and is responsible at ensuring the customer is invoiced in a correct and timely manner as agreed in the contract, carry out Collection activities, managing the debtors, ensuring timely payments are made, reconciling accounts, and resolving account queries, invoice disputes and aged debt recovery.
Responsibilities will include (but not limited to):
We have a super Temp contract for a Billings specialist to join a busy team of Billings and Credit Control professionals.
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical support to the corporate consultants.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
Our client is seeking a good Administrator who can provide assistance in all activities of the Technical Department.
You will provide technical information and support to all internal and external areas of the business, ensure that all records are maintained and that information provided is up-to-date.
You will also ensure that you attain the highest level of product knowledge for all company products in order to provide total customer satisfaction.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on an Administrator to provide client-facing, technical administrative support to the corporate consultants.
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.