They are now seeking a dedicated Senior Client Services Associate to join their team.
Our client, a respected financial advisory firm based in Chorley, is committed to delivering bespoke financial solutions to their clients, prioritizing professionalism and client satisfaction.
Role Overview
Reporting directly to the Operations Manager, you will play a crucial role in supporting financial advisers, managing client relationships, and ensuring the seamless operation of the client services department.
Our client, a prestigious and award winning financial planning firm in Chorley are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client, a Financial Planning firm with various offices across the Northwest of England, is seeking an IFA Administrator.
You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company.
This is an excellent opportunity for individuals with strong organizational skills, attention to detail, and a keen interest in developing a career in the finance industry.
This is an exciting new opportunity to join this company's credit risk team and take responsibility for credit risk management across the entire customer journey.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Recruit UK is excited to announce an opportunity within a thriving Financial Planning firm who place great emphasis on creating tailored financial plans, while building sustainable, long lasting and positive relationships with their clients.
This firm are seeking an individual to help convert warm leads into appointments for Financial Advisers.
They prioritise taking complex processes and making is simple and accessible to all - as well as being employee owned.