CLIENT HAPPINESS MANAGER jobs in UNITED KINGDOM, United Kingdom #13

Job Description: Our client is an award-winning and long-standard wealth management and investment management firm, working exclusively with high... you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the...

Swansea. Our client is a UK-wide Independent Advice firm, that has recently teamed up with a local IFA to provide... required: Experience working in Financial Planning or Financial Services Strong administration skills, with client-facing experience Good...

with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client... standards of service. My client is currently looking to bring on a Financial Services Administrator to join their team in...

Liaising and updating clients Organising client reviews Undertaking risk questionnaires Processing fund switches Basic... client letters Benefits: Competitive salary of £30,000 (negotiable if you have used back office system) 25 days holiday...

closely with the director and assist in various tasks related to client management, research, and compliance. Your duties... will involve but not be limited to: Provide administrative support to the Employee Benefits Director, including client liaison...

Admin team. Our client specialising in financial planning and mortgage advice across the UK, with a focus on offering... a tailored approach to each individual client, ensuring their best interest is at the heart. You will play a big part in...

Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner to join an IFA in Cwmbran. Our client offers a bespoke..., offering support with client meetings, suitability reports and product research. This role offers true longevity, and career...

to join a successful Financial Planning firm in Taunton. Our client is looking to grow their adviser team as one of their long-standing members... looks to retire. This means the firm has a full client book that needs looking after, which will see you meeting...

Job Description: Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering.... You will work directly alongside the compliance manager and be responsible for quality control of the advice across the business...

Product Providers. My client leads the pensions SIPP and SASS market and is renowned for building long-term client... products Acting as the Complaints Manager, co-ordinating, investigating, and responding to all complaints and regulatory...

is available Annual bonus scheme 30 days holiday plus bank holidays Regular client events - sociable office Skills and experience... you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch...

Financial Adviser to join a well-regarded and growing company, inherit a client base to begin servicing and develop... dependent on experience Pension contribution Flexible home and office working Client bank to inherit Back-office support 4 x Death in...

meetings. Duties will include but not limited to: Client liaison, answering any enquiries Booking and attending client... meetings alongside the director Updating the back office system with client documentation Creating and sending letters...

and commitment of our 10,000+ strong family, who together deliver happiness to over 4,000 client sites every single day. To ensure... at our client’s premises. We are looking for someone who wants to make a difference in their working environment and feel proud...

of our 10,000+ strong family, who together deliver happiness to over 4,000 client sites every single day. To ensure we remain focused..., United Kingdom, Atlas FM are looking to recruit new team members! We are looking to recruit a Cleaner at our client...

. Duties will include: Dealing with lender enquiries as well as day to day client enquiries Preparing and submitting... applications to product lenders Perparing for client meetings, including suitability reports, appropriate documentation...

; it is a small boutique IFA. They focus on longevity with their clients and are a very client-centric company... Point of contact for client inquiries Packs and portfolio reports for client meetings Working alongside paraplanners...