In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
It's not just about answering calls; it's about providing exceptional service and ensuring every customer has the best experience possible.
At Calor, our Contact Centre is filled with passionate and forward-thinking individuals dedicated to making a difference in the lives of our customers.
Benefits: Hybrid working, on-site parking, Voluntary Bupa Scheme, 26 days annual leave rising to 28 ( Birthday Day office), pension, employee assistance programme, Bike2Work, staff discounts for family and friends
Having supported this employer with numerous recruits across various departments, over the years (due to their continual growth and success) We are always happy to share our placed candidate's feedback of this business being a truly great place to work!
Culture: Were excited to be supporting this market leading company again this year.
The role of the Customer Service Coordinator will be varied but duties will include:
Our client is a leading manufacturing in their sector, and they are looking for a Customer Service Coordinator to join their team.
Our client is passionate about providing excellent customer service and they are looking for an experienced professional to become a valued member of their team.