We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
Key Contributions
Accurate upkeep of the client details to ensure accurate records are maintained.
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
An excellent opportunity for an Executive Assistant to play a crucial role in providing administrative and business support to the President/Executive Director of the Regulatory Services division within a highly regulated environment.
A great place to work, client centric, agile and collaborative.
In a community where everyone can thrive, our client are committed to ensuring diversity of their workforce, creating a sense of belonging for all employees to develop, grow and engage.
Fluent in Spanish and English, you will engage with customers through various channels, addressing inquiries, and resolving issues to uphold our client's commitment to top-tier service.
As a Spanish Speaking Customer Service Representative, you will be a vital part of delivering exceptional customer experiences.
Responsibilities
Communicate effectively in both Spanish and English, providing assistance to customers via phone, email, and chat.
You might currently be working in administration or seeking to change direction after a career in another area if you think you are the one for us, please apply!
Any background considered; full training will be provided.
Exciting opportunity to join an established local financial planning firm in Twickenham.
Join our client dynamic team as a Customer Experience Specialist, where you'll be the frontline ambassador of our brand, delivering exceptional service with every interaction.
As a Customer Experience Specialist, you will be the voice of our client company, providing unparalleled support and assistance to our valued customers.
Are you ready to embark on a journey where every call is an opportunity to make a difference?