Colleague Service Advisor

1 week ago


Burton upon Trent, Staffordshire, United Kingdom Checked Recruitment Full time £35,000

Job Description Role:
Client Services Associate
We're looking for a talented Client Services Associate to work for our client.

They want to recruit someone with demonstrable experience of the financial services industry.

Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be primarily responsible for providing support to a high performing team of financial advisors and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to the firms clients.

Utilising client data for illustrations
Preparing letters of authority for client policy information
The ideal candidate for this Client Services Associate role will have relevant experience of the financial services industry.

You'll also need experience of investment platforms and office administration.

Bonus:
A personal bonus of up to £7,000 per annum is also available if you hit your targets

Private medical insurance
Staff bonus
Exam support

  • Offer excellent professional development so ideal for career focussed individuals
Have a clearly supportive and high performance culture
Operate in a socially responsible way and are built around supporting community development

  • If you think you're right for this Client Services Associate role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews.


  • Burton upon Trent, Staffordshire, United Kingdom Checked Recruitment Full time £35,000

    Role: Client Services AssociateWe're looking for a talented Client Services Associate to work for our client.They want to recruit someone with demonstrable experience of the financial services industry.Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be primarily responsible for...


  • Burton upon Trent, Staffordshire, United Kingdom Checked Recruitment Full time £35,000

    Role: Client Services Associate Up to £35,000 per annum, OTE £42, day WFH We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services...


  • Burton upon Trent, Staffordshire, United Kingdom Checked Recruitment Full time £35,000

    Role: Client Services AssociateUp to £35,000 per annum, OTE £42, day WFHLocation: StaffordWe're looking for a talented Client Services Associate to work for our client.They want to recruit someone with demonstrable experience of the financial services industry.The Role:Reporting to the Head of Paraplanning and based in the company's Stafford office, as the...


  • Burton upon Trent, Staffordshire, United Kingdom Marshalls PLC Full time

    Monday - Friday 36.5 hours/week with an earlier finish on a FridayHybrid working of 2 days at home, 3 in the office after successful settling-in period***Marley is the UK's leading roofing manufacturer, pioneering the first fully warranted roof system and a fully integrated solar energy solution. Founded in 1924 and with over 500 colleagues, we've joined...


  • Burton upon Trent, Staffordshire, United Kingdom BRELLIS RECRUITMENT LIMITED Full time

    Telemarketing / Internal Sales Representative-25k Basic+ £300 a month OTEMy client:Our client is a fantastic company that supplies products to multiple industries/sectors, providing a bespoke service to their clients from across the UK and Ireland, with a strong focus on delivering the best service possible to generate repeat and new business.They are...


  • Burton upon Trent, Staffordshire, United Kingdom Avery Healthcare Group Full time

    Location: Crispin Court Care Home, Stafford At Avery Healthcare we believe in caring for those who care for our residents; We recognise and celebrate our hard-working colleagues, support your career development and offer a range of apprenticeships, and cover the cost of your Blue Light Card so that you can enjoy a wide variety of retail and leisure...


  • Burton upon Trent, Staffordshire, United Kingdom Sheehy Auto Stores, Inc. Full time $50,000 - $200,000

    Sheehy Auto Stores is one of the country's Top 30 Private Dealer groups representing some of the industry's best brands with over 25 locations. Sheehy Auto Stores prides itself on finding the best team members, both experienced and new to the industry, who have that desire to achieve. If this sounds like you, we want YOU to be part of our team Sheehy Auto...


  • Burton upon Trent, Staffordshire, United Kingdom Etex Full time

    At Etex, our purpose is to inspire new ways of living. We are an international leader in sustainable construction, driven by a passion for excellence, but it's our people that are our top priority. We connect, collaborate, and champion the well-being of our employees, forming partnerships and pioneering change in our ever-evolving industry. At Etex, we...


  • Burton upon Trent, Staffordshire, United Kingdom Sciensus Full time

    Do you have a passion for delivering a high-quality customer focus service??We are always on the look out for passionate Customer Services Advisor's to work within our call centre at our Head Office in Burton upon Trent.Essentially, we are looking for individuals to come and join us who can deliver a high quality, customer focused service regarding the...


  • Burton upon Trent, Staffordshire, United Kingdom Fasttrack Resources Ltd Full time

    Customer Service AdvisorFasttrack Resources are proud to be working in partnership with a prestigious client who are looking to recruit for a Customer Service Advisor to join their team on a full time, permanent basis.This is an excellent opportuinty to join a company working towards decarbonisation with renewable energy and electric vehicle charging is at...


  • Burton upon Trent, Staffordshire, United Kingdom Fasttrack Resources Ltd Full time

    Customer Service Advisor - Call CentreFasttrack Resources are proud to be working in partnership with a prestigious client who are looking to recruit for a Customer Service Advisor to join their team on a full time, permanent basis.This is a great opportunity to join a company working towards decarbonisation with renewable energy and electric vehicle...


  • Burton upon Trent, Staffordshire, United Kingdom TRENT & DOVE HOUSING Full time

    Working in a hybrid way, we are looking to recruit a customer focused, people focused team player with excellent communication and people skills to join our customer service team.The team are responsible for providing a front line service to customers, answering inbound calls and a face-to-face service and resolving queries at the first point of contact. You...

  • Security Colleague

    1 week ago


    Burton upon Trent, Staffordshire, United Kingdom Asda Full time

    Job Title: Security ColleagueLocation: Burton On TrentEmployment Type: Part timeContract Type: PermanentShift Pattern: Work Shift: DaysHours per Week: 20Pay Rate: £11.11Category: Retail Hourly Colleagues, Store OperationsClosing Date: 26 March 2024About the RoleTo be employed in this role you must be over the age of 18 and pass a basic level safeguarding...


  • Burton upon Trent, Staffordshire, United Kingdom Molson Coors Full time

    Why You Should Join UsFor over two centuries, Molson Coors has been bringing people together over a cold beer, but today, our modern portfolio of award-winning brands extends beyond beer to meet the evolving tastes and preferences of our consumers.With a presence in over 100 countries and a team of 16,000 talented employees globally, we take pride in our...

  • HR Advisor

    1 week ago


    Burton upon Trent, Staffordshire, United Kingdom LHH Recruitment Solutions Full time

    HR AdvisorBurton upon TrentPaying up to £32kPermanentLHH is looking an experienced HR Advisor to join an established business based near Burton upon Trent. This is a generalist role that will include coordination and management of ER, L&D and project support.The role: Providing operational HR advice and support to all employees on site. Providing daily...


  • Burton upon Trent, Staffordshire, United Kingdom Topcashback Inc Full time £23,400

    Position: Temporary Online Customer Service Advisor Salary: £23,400 Location: Hybrid - Stafford office /remote Shift Pattern:Hybrid working - Weekdays in the Stafford Office and remote weekend working. Saturday-Wednesday. 12 month Fixed term contract Hours:9.00am until 5.30pm other than Saturday which is 8.00am until 4.30pm About us TopCashback is one...


  • Burton upon Trent, Staffordshire, United Kingdom Uniting People Full time

    Customer Service AdvisorFull Time£22,800 rising to £24,760Role: Inbound and Outbound calls to/from Patients, Hospitals, Doctors, Consultant Dealing with questions and queries Changing account details Registering Patients Making sure the system is uptodate and accurate notes are left Resolving customer complaints and issues Being empathetic towards patients...

  • Client Care Advisor

    1 week ago


    Burton upon Trent, Staffordshire, United Kingdom Scarsdale Vets (Derby) Ltd Full time

    Overview:We are proud to offer outstanding care to pets and their owners as part of Scarsdale Vets South Hub (Stapenhill, Hilton, Mickleover and Stretton). As well as having a central hospital in Derby with a referral centre and a dedicated night team, we have several local practices such as Alfreton and Langley Mill that are in the heart of their...


  • Burton upon Trent, Staffordshire, United Kingdom Capella Full time

    Customer Service Advisor£23,000 per annum| Permanent | Burton on Trent DE13The RoleCapella Professional are excited to be working alongside an established Burton-upon-Trent client who have established themselves as an up-coming market leader in electric vehicle charging solutions.As they continue to grow, they are looking for an individual to provide...


  • Burton upon Trent, Staffordshire, United Kingdom Pavers Full time

    Are you passionate about achieving sales targets and finding just the right products for customers?Do you have a 'can do' attitude, passion for great customer service and enjoy working in a fast paced and fun environment?Do you want to work for a growing, profitable business with family values & green credentials, with opportunities for progression?We offer...