Posted by Lime People Search & Select Ltd • £22K/yr to £24K/yr
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.
Posted by Coburg Banks Limited • £36K/yr to £40K/yr
We're working with one of the UK's largest and foremost law firms to help them recruit a Support Services Team Leader within their Private Client Services division.
This is a key role within this function, you would assist with the day-to-day management of the PAs supporting client facing teams and clients within Private Client Services.
Are you a highly organised and resilient individual, a strong communicator able to build effective working relationships across a large business, preferably within an operations or professional services function?
Posted by Lucy Walker Recruitment Ltd • £30K/yr to £35K/yr
Are you an experienced Personal Assistant looking to make a positive contribution to both your team and community?
We are recruiting on behalf of a growing, impact-driven charity based in Leeds, focused on providing meaningful support that leaves a lasting legacy on the lives of children.
The charity is responsible for some of the most prolific and recognised events in Yorkshire, with highly reputable supporters as part of their network.
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
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.
Understand, support and advise customers requiring a wide range of information, advice and guidance.
To provide a telephone and multi-channel support service with integrity, professionalism and adhering to all relevant process, procedures, and legislation.
General
The Customer Service Advisor is required to provide an exceptional level of service to our service users working with a variety of well-known and smaller organisation from charity, third sector and government sectors.
The 2nd Line Support Engineer is responsible for answering IT requests via phone, email, live chat or instant message, explaining solutions in technical and non-technical terms.
The 2nd Line Support Engineer will work across various technologies and liaise across multiple business areas to support incidents, problems and requests.
The 2nd Line Support Engineer will have a salary up to £35,000, you'll monitor and maintain the organisation's desktop environment(s) in a technical support role.