Financial Services Advocate
4 days ago
Randstad Enterprise prides itself on providing a dynamic and inclusive work environment that fosters growth and development.
Job DescriptionThe Financial Services Advocate role requires an individual who can deliver exceptional service to clients while also educating them on financial products and services.
Responsibilities:- Respond to client inquiries in a timely and accurate manner.
- Develop and maintain strong relationships with clients.
- Utilize effective communication and problem-solving skills to resolve client issues.
- Work collaboratively with internal teams to enhance the client experience.
- Maintain accurate records of client interactions.
- Strong client service skills.
- Effective communication and problem-solving skills.
- Ability to work in a fast-paced environment.
- Will to learn and adapt to new technologies and processes.
- Prior experience in client service or finance is advantageous.
- Ongoing training and development opportunities.
- A competitive salary of £25,000 - £30,000 per annum.
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Advocate
19 hours ago
Surrey, South East England, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Part timeAdvocateFull time or part time hours availableAre you compassionate, organised, and looking to make a real difference in people’s lives?Do you have experience of working or volunteering in welfare, support or health and social care and are looking for a new challenge?What does the job involve?Travel to locations such as hospitals and care homes around...
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Compassionate Rights Advocate
6 days ago
Surrey, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeAbout the Job:We are seeking a Compassionate Rights Advocate to join our team. As a Compassionate Rights Advocate, you will work closely with our client to support them in expressing their wishes, feelings, beliefs, needs, and values.The successful candidate will have previous experience of working with vulnerable individuals, excellent communication skills,...
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Financial Services Advisor
4 days ago
Surrey, United Kingdom Randstad Enterprise Full timeFinancial Services Advisor OpportunitySurrey, UKRandstad Sourceright, a leading provider of RPO & MSP Recruitment Services, is seeking Financial Services Advisors to join a prominent financial services organisation dedicated to helping clients achieve their financial goals. Our company is committed to delivering exceptional customer experiences and creating...
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Strategic Human Resources Leader
6 days ago
Surrey, United Kingdom The Advocate Group Full timeAbout UsThe Advocate Group is a leading recruitment partner to the FMCG and consumer product sectors.We pride ourselves on delivering exceptional service and expertise to our clients and candidates.Job DescriptionWe are seeking a highly skilled Regional HR Business Partner to join our team.This role offers the opportunity to work closely with senior leaders...
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Compliance Assistant
2 weeks ago
Guildford, Surrey, United Kingdom Synchronicity Financial Services Full timeSynchronicity are recruiting for a financial services client who are looking for a Compliance Assistant to join their small team. This role is broad and varied and will provide an excellent grounding in all areas of wealth management compliance, including training and support with relevant qualifications. Assisting with creating and updating policies and...
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Compliance Assistant
2 weeks ago
Guildford, Surrey, United Kingdom Synchronicity Financial Services Full timeSynchronicity are recruiting for a financial services client who are looking for a Compliance Assistant to join their small team. This role is broad and varied and will provide an excellent grounding in all areas of wealth management compliance, including training and support with relevant qualifications. Assisting with creating and updating policies and...
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Financial Services Representative
4 days ago
Surrey, United Kingdom Randstad Enterprise Full timeRole OverviewWe are seeking a Financial Services Representative to join our team at Randstad Enterprise. This is an excellent opportunity for someone who wants to work in a dynamic environment and provide world-class service to our clients.The successful candidate will play a vital role in delivering exceptional customer experiences and fostering a...
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Deputy Financial Services Director
4 weeks ago
Surrey, United Kingdom Dorking Healthcare Ltd. Full timeJob SummaryWe are seeking an experienced Deputy Financial Services Director to join our team at Dorking Healthcare Ltd. This role will involve working closely with the Finance Manager to oversee the day-to-day running of the finance department, ensuring accurate and timely financial records are maintained.About UsDorking Healthcare Ltd. is a GP Federation...
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Assistant Accountant
4 days ago
Surrey, United Kingdom Marks Sattin Full timeAccounting RoleMarks Sattin is recruiting for an Accounts Payable Assistant to provide financial support to the company. The ideal candidate will have experience in maintaining financial records, processing financial information, and preparing monthly VAT returns.This is a fantastic opportunity to work in a fast-paced environment where you can apply your...
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Financial Planner
23 hours ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...
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Financial Planner
22 hours ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...
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CFO - Financial Services
2 weeks ago
Redhill, Surrey, United Kingdom The CFO Centre UK Full timeChief Financial Officer If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s already made the break from corporate life, or a working or returning CFO parent who wants more work...
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Financial Controller
3 weeks ago
Surrey, United Kingdom Henderson Scott UK Full timeAre you an experienced Finance professional looking for a Financial Controller role where you are able to work with the COO to drive forward the business in line with company strategy ? Does a Financial Controller role that allows you to work with senior leadership and manage a robust finance function appeal to you ? Looking for an organisation that has...
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Financial Controller
3 weeks ago
Surrey, United Kingdom Henderson Scott UK Full timeAre you an experienced Finance professional looking for a Financial Controller role where you are able to work with the COO to drive forward the business in line with company strategy ? Does a Financial Controller role that allows you to work with senior leadership and manage a robust finance function appeal to you ? Looking for an organisation that has...
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Financial Planning Expert
2 hours ago
Surrey, United Kingdom Cameron Kennedy Full timeJob OverviewCameron Kennedy is seeking a highly skilled Wealth Planning Specialist to join its team of experienced Wealth Planners. As a key member of the financial planning team, you will play a vital role in delivering exceptional client outcomes by conducting thorough research and providing expert advice on a wide range of financial products and...
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Financial Planning Specialist
1 week ago
Surrey, United Kingdom Cameron Kennedy Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will play a vital part in delivering high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have...
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Financial Planning Specialist
3 hours ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd are partnered with a reputable HNW wealth planning firm in Surrey to appoint an experienced Paraplanner.This role involves assisting Financial Planners with client research, writing suitability reports, and attending meetings. Strong relationships with Financial Planners and clients are essential for delivering a...
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Head of Financial Operations
3 weeks ago
Surrey, United Kingdom Alexander Lloyd Full timeJob Title: Head of Financial OperationsLocation: Surrey (Hybrid 2 days a week office)Sector: Financial ServicesSalary: £ very competitive dependant on experienceAlexander Lloyd Senior Finance are delighted to be partnering one of the UK's leading Insurance Organisations with the key appointment of a Head of Financial OperationsRole Overview:The Head of...
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Head of Financial Operations
3 weeks ago
Surrey, United Kingdom Alexander Lloyd Full timeJob Title: Head of Financial OperationsLocation: Surrey (Hybrid 2 days a week office)Sector: Financial ServicesSalary: £ very competitive dependant on experienceAlexander Lloyd Senior Finance are delighted to be partnering one of the UK's leading Insurance Organisations with the key appointment of a Head of Financial OperationsRole Overview:The Head of...
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Financial Planning Specialist
47 seconds ago
Surrey, United Kingdom Cameron Kennedy Full timeJob OverviewWe are seeking an experienced Senior Paraplanner to join our Wealth Management team at Cameron Kennedy. This role involves conducting thorough research and providing high-quality support to our Wealth Planners, enabling them to deliver exceptional client outcomes.Key Responsibilities:Conduct accurate research on financial planning products and...