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Financial Advisor Administrative Assistant
DUNFERMLINE, SCOTLAND, UNITED KINGDOM
...standards. Ensure the customer journey is seamless for both existing clients and new clients. New client on-boarding from initial contact until funds are invested. Recording and handling complaints from customers and to providers. Oversea implementation of new processes and systems to improve...
Customer Service Adviser (Permanent)
23400
WAKEFIELD, WEST YORKSHIRE, WEST YORKSHIRE; YORKSHIRE AND THE HUMBER; ENGLAND, UK
At Direct Line Group, insurance is just the start. Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we re a customer-obsessed market powerhouse. And we all work together to be brilliant...
Financial Advisor Administrative Assistant
DUNFERMLINE
...li li Ensure the customer journey is seamless for both existing clients and new clients. New client on-boarding from initial contact until funds are invested. /li li Recording and handling complaints from customers and to providers. /li li Oversea implementation of new processes and...
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Protection Adviser
STOCKPORT, UNITED KINGDOM
About The Role Hybrid role - 2 days a week in the office Protection Adviser Overall Job Purpose: Its important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for...
Senior Recruitment Consultant
LONDON AREA, , UNITED KINGDOM
...candidate and customer experience with our community. You will be the face of the company towards candidates and customers within your specific market. Your mission will be to win business, build relationships, network, manage client relationships and recruit potential candidates within...
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Resident Site Supervisor
WILKES-BARRE, PA, UNITED STATES
...and stores. We are the customers value tech chain partner, which means partnering with the customer to create the most value within each link in their supply chain. Leveraging the latest software, AI and Robotics technology, we continue to disrupt the logistics automation industry for the worlds...
Protection Adviser
STOCKPORT, NORTH WEST ENGLAND
About The Role br b Hybrid role - /b 2 days a week in the office br b Protection Adviser Overall Job Purpose: /b br Its important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements...
Copy of Partnership Senior Tax Manager
BRISTOL, , UNITED KINGDOM
...Technically capable tax adviser who is able to assist in complex client work. Exemplary organisational and communication skills. Demonstrable experience of managing people. Appetite to grow business development skills. Strong IT skills. Professional Qualifications and Education Relevant...
Self-Employed Mortgage & Protection Adviser
KING'S LYNN, ENGLAND, UNITED KINGDOM
Self-employed Mortgage Adviser Needed! One of our highly successful and leading businesses, IBA Wealth Management Ltd, are currently seeking a mortgage adviser to join their team, on a self-employed basis. The company recognise the importance of flexible/hybrid working providing their staff the...
Chief Technology Officer (Part-Time Adviser) remote-working
MARLBOROUGH, ENGLAND, UNITED KINGDOM
...our team as a part-time adviser. Role Overview: We are looking for an innovative, and tech-savvy CTO to guide our technology strategy and implementation. The ideal candidate will be well-versed in the latest technological advancements and systems, capable of driving digital transformation within...
Mortgage Advisor
LONDON AREA, UNITED KINGDOM, UNITED KINGDOM
One of our highly successful and leading businesses, Mortgage Theory Ltd are currently seeking a Mortgage & Protection Adviser to join their team on a self-employed basis. The company recognise the importance of flexible working providing their staff the option to work from home. The company takes...
Client Services Administrator
, , UNITED KINGDOM
About the Company Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions...
Compliance Analyst
, , UNITED KINGDOM
...and fostering positive customer outcomes under the FCA s Consumer Duty requirements. Working closely with the Group Head of Compliance, they will be instrumental in ensuring strict adherence to regulatory mandates while championing excellence in customer outcomes and customer service. The primary...
Student Success Tutor
, , UNITED KINGDOM
...Tutor will serve as an adviser to a set number of students, guiding and directing them toward success. They will liaise between students, ESL lecturers, and other team members. The Student Success Tutors will assist students with their academic needs and inquiries and schedule one-on-one sessions...
Mortgage Advisor
UNITED KINGDOM, , UNITED KINGDOM
...through listening to customers stories and circumstances, fully documenting these with the help of L&C s technology and coming up with a solution that meets their needs and satisfies regulatory rules and standards as you go. We expect a quality and compliant service for our customers and this...
Platform Client Services Manager
GREATER LONDON, ENGLAND, UNITED KINGDOM
The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Platform Client Services Manager to join our outstanding Operations Team. This role will report into our Head of Client Services. Fundment is transforming...
Paraplanner
LEEDS, ENGLAND, UNITED KINGDOM
...skills, both written and verbal communication. Customer service skills providing an excellent service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of...
Senior Data Engineer
, , UNITED KINGDOM
Senior Data Engineer Salary Negotiable to £70,000 DoE Hybrid working with 2 days in London Job Reference J12785 Work with an award-winning independent protection adviser. Develop the data engineering capabilities. Data is a key enabler for the business and developing enterprise grade data...
Financial Services Administrator (File Checking)
LEEDS, ENGLAND, UNITED KINGDOM
To assess the suitability of advice provided by 2plan Financial Advisers across all product lines, including Investments, Pensions, Protection, Mortgages, and General Insurance. The goal is to ensure the advice given to customers is accurate, identifying and addressing any errors to guarantee...
Financial Advisor
UNITED KINGDOM, , UNITED KINGDOM
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...
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