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Client Support Executive
4 weeks ago
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
We are looking to recruit a Client Support Executive. In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
Specific duties of the role include:
- General office administrative duties
- Opening new cases on CMS and iBusiness
- Updating CMS and iBusiness with client details
- Processing Letter of Authority’s with Providers
- Submitting requests for information
- Requesting Investment valuation updates
- Adviser pipeline management
- Client Service Charter administration
- IAF & OAF queries
- Provide regular updates to Financial Adviser about case progression
- Adviser diary management
- Booking Client Appointments
- Build a lasting relationship with all Clients and Stakeholders
This role is of key importance to the business and the successful candidate will have a minimum of 1 years experience within secretarial and or administrative role/s within a fast-paced Client facing environment. You must have a great telephone manner, be well presented and have excellent organisational skills.
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Client Support Executive
2 months ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective servicedelivery. We are looking to recruit a Client Support Executive. In this position you'll be...
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Client Support Executive
2 months ago
Wakefield, United Kingdom Lime People Full timePosted on March 1, 2023 by Simon Hyde My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support...
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Client Support Executive
1 week ago
Wakefield, United Kingdom Search Consultancy Full timeAre you ready to take the next step in your career ? Search partnered with a Wealth Management/Financial Planning company who are looking for a Customer Support Executive to join their experienced team. The business provides professional financial advice and support to their clients dealing with things like investment planning, retirement planning,...
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Client Support Executive
1 month ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support Executive. In this position you'll be...
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Executive Assistant
2 months ago
Wakefield, United Kingdom Page Personnel Secretarial & Business Support Full time**Client Details** Our client is a leading Manufacturing and Production business who are based in Wakefield with almost 100 years in their field. They are established Nationwide and have exciting plans to continue growth over the next 5-10 years. Due to this expansion, theyhave an exciting opportunity for a Personal Assistant to join them at their offices...
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Executive Support Officer
1 month ago
Wakefield, United Kingdom The Mid Yorkshire Teaching NHS Trust Full time**Please note**: This role is currently going through a job evaluation process. Main Duties and Responsibilities 1. First point of contact to the Executive Directors, ensuring that all issues are directed to the appropriate area/person. 2. Provide a full range of Executive support duties, including typing of correspondence sometimes from dictation,...
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Executive Support Officer
1 month ago
Wakefield, United Kingdom Yorkshire Ambulance Service NHS Trust Full timeWe are currently recruiting for an Executive Support Officer on a full time, permanent basis. This role provides a comprehensive high-level, professional, and confidential administration service to their nominated director[s]. Acting as a positive first contact for all staff, patients, public and senior stakeholders from across the wider system. As an...
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Executive Support Officer
1 week ago
Wakefield, United Kingdom Yorkshire Ambulance Service NHS Trust Full timeWe are currently recruiting for an Executive Support Officer on a full time, permanent basis. This role provides a comprehensive high-level, professional, and confidential administration service to their nominated director[s]. Acting as a positive first contact for all staff, patients, public and senior stakeholders from across the wider system. As an...
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Purchasing Support Executive
4 days ago
Wakefield, United Kingdom My Purchasing Partner Full time**Job description** My Purchasing Partner are a well-established team of procurement consultant specialists, collaborating with clients across healthcare, education, contract catering, hospitality & leisure. We specialise in helping businesses manage their purchasing, controlling costs whilst maintaining quality and increasing profitability across all areas...
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Support Worker
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Estimator
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Ifa Support Administrator
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Design Engineer
3 weeks ago
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Executive Support Office Administrator
2 days ago
Wakefield, United Kingdom The Mid Yorkshire Teaching NHS Trust Full timeTake full ownership of the administrative processes of Executive level meetings, and equivalent. This will include: Arranging meetings Drafting agendas from the Executive work plans, matters arising and any other sources Ensuring draft agendas are agreed by the Executive Directors and meeting Chair Chasing papers and negotiating timescales when necessary...
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Relief Support Worker
2 weeks ago
Wakefield, United Kingdom Creative Support Full timeJob Reference: 76734 Posted: Monday 29th April 2024 Closing Date**:Tuesday 14th May 2024** **£11.50 per hour plus accrued holiday credit** **Wakefield, West Yorkshire** *** **Relief/Bank** Do you have the commitment and positive values to make a difference to the lives of people in our personalised services across Wakefield? **Creative Support is a...
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Commercial Support Executive
4 weeks ago
Wakefield, United Kingdom Sharp Business Systems UK PLC Full timeJob Title: - Commercial Support Executive - Company Name: - Sharp Business Systems UK PLC - Location: - Wakefield Office - Advert Closing Date: - Job Number: - JO-2302-1951 - Work Type: - Permanent / Full Time We have an excellent opportunity for a **Commercial Assistant/Sales Support Executive to** join our team in Wakefield You will support the...
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Relief Support Worker
1 week ago
Wakefield, United Kingdom Creative Support Full timeDo you have the commitment and positive values to make a difference to the lives of people in our personalised services across Wakefield? Creative Support is a non-profit organisation which provides high quality person centred social care services. Working to empower people with a range of care needs to live independent and fulfilling lives, we are...
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Sales Support Executive
3 weeks ago
Wakefield, United Kingdom OE Electrics Full timeAre you looking for a new challenge within a growing local business? We are currently recruiting for a Sales Support Executive to work here at OE Electrics.OE Electrics design and manufacture the latest technology, ensuring products are fit for purpose and allow you to charge your devices anywhere!This is a full time (37.5 hours) position, Monday to Friday,...
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Sales Support Executive
3 weeks ago
Wakefield, United Kingdom OE Electrics Full timeAre you looking for a new challenge within a growing local business? We are currently recruiting for a Sales Support Executive to work here at OE Electrics.OE Electrics design and manufacture the latest technology, ensuring products are fit for purpose and allow you to charge your devices anywhere!This is a full time (37.5 hours) position, Monday to Friday,...
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Support Co-ordinator
2 months ago
Wakefield, United Kingdom Reed Business Support Full timeWe are currently recruiting for a Support Co-Ordinator for our public sector client. As a Support Co-Ordinator you will be responsible for the provision of an effective and high-quality support service which ensures an efficient and appropriate day-to-dayservice delivery. Hours of Work are 08:30 to 17:00 (Monday to Friday) Main duties: - Allocate...