Client Support

4 weeks ago


Exeter, United Kingdom Search Full time

Client Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's needs. Main ResponsibilitiesTo have a deep understanding of the sales process, client file requirements and FCA requirements. To deliver a personalised and high level of customer service according to each clients circumstances and objectivesTo Input all client information and history into the back office system. To Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. To effectively manage and look after an individual ongoing case list to include new business cases and ensure own tasks are completed accurately and efficiently. To Be a point of contact for client queries. Deal with client and provider correspondence. Make sure that the client file is compliant. Prepare review packs ahead of client meetings. To follow Company and FCA procedures at all times. Undertake day-to-day administration tasks basis as requested. RequirementsPrior experience as a Financial Support Administrator (1+ years)Exceptional organisational skills and able to work well under pressureExcellent communication skills, both written and verballyA strong work ethic and a flexible attitudeA high level of accuracyExperience working with Microsoft Word, Excel and OutlookKnowledge of industry specific software systemsSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age


  • Client Support

    2 months ago


    Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **£20k-£22k | ON SITE PARKING | GREAT BENEFITS** Our client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you do. Make sure all...

  • Client Support

    2 weeks ago


    Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **£20k-£22k | ON SITE PARKING | GREAT BENEFITS | EXETER BASED** Our client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you...

  • Client Support

    2 months ago


    Exeter, United Kingdom Cathedral Appointments Full time

    **£20k-£22k | ON SITE PARKING | GREAT BENEFITS** Our client is looking for a **Client Support Manager** to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support. **Client Support Manager responsibilities**: - Putting the company’s clients at the heart of everything you do. Make sure...

  • Client Support

    4 days ago


    Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    £20k-£22k | ON SITE PARKING | GREAT BENEFITS | EXETER BASEDOur client is looking for a Client Support Manager to join their team based in Exeter. Our client is a procurement consultancy that prides itself on its excellent client support.Client Support Manager responsibilities: Putting the company's clients at the heart of everything you do. Make sure all...

  • Client Support

    1 week ago


    Exeter, United Kingdom Search Full time

    Client Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...

  • Client Support

    5 days ago


    Exeter, United Kingdom Search Full time

    Client Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...

  • Client Support

    4 weeks ago


    Exeter, United Kingdom Search Full time

    Client Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...

  • Client Support

    3 weeks ago


    Exeter, United Kingdom Search Full time

    Client Administrator, Exeter Office, up to £ 30,000Role purpose:A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's...


  • Exeter, United Kingdom Reed Business Support Full time

    My client are seeking a Legal Secretary to join their Private Client team to start as soon as possible. This is a permanent, full time role, working from 9:00am-5:15pm Monday to Friday. You will be based in the Exeter office. Their hybrid working model andapproach to flexible working enables their people to share their working time between home and office to...


  • Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **£23k Starting Salary | Hybrid Opportunities | Great Benefits** Do you pride yourself on providing a high level of client support? Are you an enthusiastic team member? If so, our client, who provides user-friendly online systems based in Exeter, is seeking a Client Support Advisor to join their successful, growing business. **Client Support Advisor...


  • Exeter, United Kingdom Cathedral Appointments Full time

    **£23k Starting Salary | Hybrid Opportunities | Great Benefits** Do you pride yourself on providing a high-level of client support? Are you an enthusiastic team member? If so, our client, who provides user-friendly online systems based in Exeter, is seeking a Client Support Advisor to join their successful, growing business. **Client Support Advisor**...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time £30,000

    Up to £30k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Client Support Administrator Client Support Administratorresponsibilities include: To effectively manage and look after a case list to include new business cases and ensure own tasks are completed accurately and efficiently. Be a point of contact for client...


  • Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **£19,500 DOE | FULL TIME | EXETER OFFICE BASED** A company with It’s a level of know-how that’s been built up over 135 years that makes them one of the longest-established firms of property agents and chartered surveyors in Devon looking to recruit Client Support Administrator within their Exeter Estateand Apartment block Management. This role would...


  • Exeter, United Kingdom uCheck Limited Full time

    **Renowned for user-friendly online systems, unrivalled client support and exceptional levels of product-specific knowledge, uCheck provide a superb range of accurate and affordable vetting and screening services to more than 30,000 businesses, making us the largest provider in the UK.** As a vital member of our team, you will provide high-quality service...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    £19,500 DOE | FULL TIME | EXETER OFFICE BASEDA company with It's a level of know-how that's been built up over 135 years that makes them one of the longest-established firms of property agents and chartered surveyors in Devon looking to recruit Client Support Administrator within their Exeter Estateand Apartment block Management. This role would suit...


  • Exeter, Devon, United Kingdom Cathedral Appointments Full time

    £23k Starting Salary | Hybrid Opportunities | Great BenefitsDo you pride yourself on providing a high-level of client support? Are you an enthusiastic team member? If so, our client, who provides user-friendly online systems based in Exeter, is seeking a Client Support Advisor to join their successful, growing business.Client Support Advisor...

  • Client Support

    4 weeks ago


    Exeter, Devon, United Kingdom Search Full time

    Client Administrator, Exeter Office, up to 30,000 Role purpose: A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our...


  • Exeter, United Kingdom Enable Sales Recruitment Full time

    **Salary up to £25,000**: - **Annual Performance Bonus**: - **Extensive Investment in Personal and Professional Development** What you'll be doing - Ensuring all clients are receiving exceptional service across all points of the platform. - Liaising with clients throughout the process of them seeking support. - Assisting new clients with their initial...


  • Exeter, United Kingdom Exmoor Home Support Full time

    Our Support Workers aims are to provide the best levels of support to our clients within the community. Your duties can range from help with domestic tasks to things like shopping and trips out with the clients. We pride ourselves on providing a bespoke, person-centred service to our clients. **Job Types**: Full-time, Part-time Pay: £12.50 per...


  • Exeter, United Kingdom Cathedral Appointments Full time

    **Competitive Salary | Hybrid | Excellent Benefits** Our client, an experienced and well-established private and commercial banking and wealth planning is seeking a **Banking Client Support** to join their team based in Exeter. **What you will be doing?** - Acting as the first point of contact for clients - General administration duties - Dealing with...