Client Success Professional, Financial Services

We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...

About the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key Responsibilities:Prospect and acquire new...

Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

**Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong relationships with institutional and...

About the RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will provide technical expertise throughout the client advice process, undertaking research and analysis to produce financial planning solutions. You will also assist with presentations...

About Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...

About XceptorXceptor has been designed to revolutionize data manipulation in its broadest sense. We source data from wherever it flows, curate, normalise, validate, repair, and enrich it so it reaches its destination in a reliable and consistent format. Our clients trust the data coming out of Xceptor.We are recognised as experts in the Financial Services...

We are seeking a skilled Client Success Professional to join our growing technology consultancy in Central London.About the RoleAs a Client Success Professional, you will be responsible for working closely with our key clients and developing strong relationships with their teams. You will be involved in creating account plans to ensure revenue targets are...

About the JobWe are seeking an experienced Corporate Client Services Expert to join our Debtdomain Client Success Team at S&P Global. This role involves providing exceptional support to corporate clients, collaborating with internal teams, and driving business growth.The successful candidate will have a strong background in account management, client...

Job DescriptionRole Summary:The Client Success Manager will report to the Client Success Director and work closely with the client leadership team to ensure optimal delivery and satisfaction.Key Responsibilities:Drive optimal client project processes for work delivery and client satisfaction.Deliver high-quality client materials in line with strategic...

Role OverviewWe are seeking an experienced Financial Services Advisor to join our dynamic team at P10 Financial Group in London. The ideal candidate will have a strong background in accounting and financial services, with excellent communication skills and the ability to work closely with clients and colleagues.The role offers a competitive salary of...

Job Title:Financial Services ProfessionalAbout the Role:We are seeking a highly skilled Financial Services Professional to join our team in Hove. As an Accounts Senior, you will play a central role in the finance team, contributing to the growth and success of our professional services firm.Key Responsibilities:Client Management: Manage a portfolio of...

Job SummaryWe are seeking a skilled Financial Services Professional to join our team as a Wealth Management Advisor. In this role, you will work with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them achieve success.The ideal candidate will have a strong background in finance, excellent...

About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...

**Job Description:**We are looking for a skilled Sales and Trading Executive to join our team at Randstad Financial & Professional. The successful candidate will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong...

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Harrow. This office-based role offers a high earning potential, with an estimated salary of £45k.This position involves providing expert financial advice to clients, identifying their needs, and making suitable recommendations. Key responsibilities...

**Job Title:** Client Success Manager ProfessionalAbout the Role:We are seeking a highly skilled Client Success Manager Professional to join our team at Kantar Group. As a key member of our organization, you will be responsible for delivering exceptional services to our clients and building strong relationships with them.About You:To be successful in this...

Our client, a leading provider of financial services, is seeking a skilled professional to join their team. As an Agile Working pioneer, they prioritize work-life balance, allowing colleagues to split their time between the office and home. This innovative approach enables them to maintain a healthy balance and maximize success.Key responsibilities...

A rapidly growing firm of accountants in Fareham is seeking a skilled financial services professional to join its team. As an accountant, you will play a key role in helping the practice grow and deliver exceptional service to clients.The successful candidate will have the following responsibilities:Delivering high-quality accounting services to clients,...

**Financial Services Career Opportunity**We are seeking a highly motivated and experienced Financial Adviser to join our team at Financial Divisions in the City of London.The successful candidate will have a strong background in financial services, with a proven track record of managing a book of clients generating £150,000 in ongoing advice fees.Key...