We are currently recruiting for an Information, Advice and Guidance Advisor who can provide support to local unemployed, economically inactive and in work residents and help them progress towards a positive destination (employment, education, training or volunteering).
The role will be to support the UKSPF funded Employment and Skills Project- South Yorkshire, hence their will be a requirement to complete registration paper work with each resident and produce a SMART action plan which helps them to address their barriers to progression.
An exciting opportunity has become available for Customer Service Advisors to join our clients team on a full-time, temporary basis.
This is a fully office based role based in Sheffield.
Training for the first week, from 1 July 2024, will be Monday to Friday 9am until 5pm and after training, the working hours will be Monday to Friday 10am until 7pm with the possibility of working Saturday from 9am until 1pm.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are currently seeking passionate Customer Service Advisors to join the team starting the 24th June.
The role involves providing first-time solutions for customers via telephone and email, ensuring excellent quality of service within agreed handling times.
This position is ideal for candidates with experience in a contact centre and comfortable in a multi-screen environment.
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.