Client Services Professional

Client Servicing Role in CheltenhamWe are seeking a skilled Client Servicing Professional to join our esteemed Wealth Management outfit in Cheltenham. This exciting opportunity offers a competitive salary of £30,000 - £37,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As a key member of the Client Servicing...

In this role, you will be part of a dynamic team providing Financial Advice to valued clients in Cheltenham. As a Client Servicing Professional, you will be responsible for managing client relationships, administering new client pensions, investments and risk contracts, and processing investments, fund switches and sales documentation within SLA.Your strong...

Grow Your Career: Client Servicing AdvisorAbout Us:Capio Recruitment is committed to helping professionals like you succeed in their careers. We've partnered with a reputable Wealth Management outfit based in Cheltenham to find the ideal candidate for this exciting role.The Job:This is a fantastic opportunity to join a dynamic team as a Client Servicing...

We are seeking a skilled Technical Project Manager to work with our client in Cheltenham, conducting projects in a secure environment.Role Requirements:Develop and refine project plans to achieve high instances of technical engineering work packages within business area governance frameworks.Manage the delivery of technical engineering projects, ensuring...

Job Summary:We are seeking an experienced Tax Professional to work with our diverse range of Personal Tax clients at Price Davis Ltd. As a key member of our team, you will play a crucial role in preparing personal tax returns, capital gains tax computations, and liaising with HMRC.Main Responsibilities:Prepare accurate and timely personal tax returns for...

An Exciting Opportunity:We are seeking an experienced Private Client Services Manager to join our team in Michael Page (UK). The successful candidate will have a proven track record in private tax advisory services, with a strong understanding of taxation laws and regulations.Job Responsibilities:Manage tax planning and compliance for private clients within...

We are looking for a skilled Client Services Coordinator to support our client's operations in Staverton. The successful candidate will have experience in coordinating services, managing relationships with customers, and ensuring seamless service delivery.Key Responsibilities:- Booking engineer services for clients- Maintaining accurate records of client...

About the Role:Flexicruit Limited is seeking an experienced Client Service Leader to drive exceptional client satisfaction and foster a positive working environment. This role requires strong leadership and communication skills to inspire and support a talented team in implementing strategies for client satisfaction.The ideal candidate will have a proven...

About the RoleWe are recruiting for a skilled Client Services Coordinator to join our team at Charles Russell Speechlys LLP.The successful candidate will be responsible for delivering exceptional client service, managing files and documents, and supporting internal stakeholders. This includes working closely with our Compliance & Risk Team to complete client...

Financial Services PositionWe are looking for a talented Financial Services Professional to join our team. In this role, you will be responsible for providing high-quality accounting services to our clients.About the Role:The ideal candidate will have ACA or ACCA qualification, with expertise in reviewing accounts, VAT returns, and supporting senior staff...

We are currently recruiting for a Client Services Representative to join our team at First Base Employment. As the initial point of contact for clients, you will be responsible for providing exceptional customer support and ensuring seamless order fulfilment and delivery.The key aspects of this role include:Responding to customer inquiries via phone and...

Job Description: Administration Professional - Financial ServicesWe are seeking an experienced and organised Administration Professional - Financial Services to join our team in Cheltenham. As an Administration Professional, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will...

Job TitleAssistant Client Engagement ManagerAbout UsRandall & Payne is a reputable firm of accountants and business advisers offering a range of services designed to deliver success for our clients and the team alike. Our core values include Teamwork, People, Relationships, Quality, and Integrity.Salary and BenefitsWe offer a competitive salary ranging from...

Chadwick Nott offers a rewarding opportunity for a Private Client Associate to join its thriving Cheltenham office.The Private Client team specializes in serving high net worth clients, including owner-managed businesses and agricultural clients, providing a diverse workload.This is an exceptional chance to collaborate with experienced Partners and the wider...

Company Overviewi2i Recruitment is proud to present a unique opportunity for a skilled Service Driver to join our esteemed Specialist Cars team in Cheltenham. This position offers a chance to work with prestigious vehicles and provide exceptional service to clients.Salary and BenefitsThe successful candidate can expect a competitive salary range of £26,250...

Job TitleAnderson Recruitment is looking for a skilled professional to join their team in Staverton, working collaboratively within a close-knit family environment built on years of dedication. The company is the UK's leading specialist in fire and security solutions, delivering exceptional services nationwide.About the Role:The successful candidate will be...

Key ResponsibilitiesThe successful candidate will be responsible for responding to defects, faults, and client requests, collaborating with others to resolve issues and ensure a safe working environment.They will deliver all work to a high standard, adhering to SLAs, KPIs, and Health & Safety regulations, using a mobile PDA device to support service delivery...

About the RoleWe are seeking a skilled Client Services Director to join our team at Home Group, a leading provider of housing support services. As a key member of our management team, you will play a crucial role in delivering exceptional outcomes for our customers and colleagues.The successful candidate will have significant experience in leading teams and...

We are seeking an experienced Service and Repair Technician to join our team at Rock managed services in Cheltenham. As a key member of our crew, you will be responsible for installing, maintaining, and repairing gas systems and appliances for our clients in the region.The successful candidate will receive a salary of £38,000 - £55,000 per annum, depending...

Role OverviewWe are seeking a highly skilled Private Client Advisory Specialist to join our Cheltenham-based team. As one of the most respected legal firms in the country, we excel in providing top-notch services to high net worth clients, including owner-managed businesses and agricultural clients.The successful candidate will provide high-grade, profitable...