Client Retention/financial Services Administrator

Financial Services Administrator Location: Lancashire Contract: Permanent, Full-Time (37.5 hours per week)    Salary: £26,000 - £28,000 per annum   Start Date: Flexible Contact: (url removed) *Hybrid Working Arrangements* Job Description Service Care Solutions are working with a reputable and long-established financial planning firm supporting both...

At **Juniper Wealth Management**, we believe financial planning changes lives. We’re a **growing, forward-thinking firm** dedicated to supporting our team’s development and success. We take pride in our **friendly, down-to-earth culture** and our commitment to helping clients achieve their financial goals. This is an **exciting opportunity** for an...

A growing financial services firm in Preston is seeking a Client Coordinator. You will be the key point of contact for clients, manage communications, and ensure compliance with regulatory standards. Ideal candidates should have experience in client services or administration, possess excellent organisational and communication skills, and be proficient in...

Our client is looking for a graduate to join their team who has a keen interest in Financial Planning. They will fully support you with exams and training. Day to day you will be working as an Administrator, supporting the Paraplanner and Advisors within the firm. - processing new business - initial point of contact for clients - assisting the Paraplanner...

**Financial Planner - Preston - Fully Service based role - all clients provided - to £80K plus Benefits** MBF are currently working with a trusted client based in Preston who are looking to replace an Advisor who has worked for the business for over 10 years. The Advisor is leaving behind an established client book which will be serviced by the MD until...

Client Coordinator – Financial Services Salary: £28,000 + Location: Preston We are seeking a Client Coordinator to join a growing financial services firm. This is a fantastic opportunity for someone with experience in client services, administration, or operations within a regulated environment, who enjoys building relationships and ensuring an excellent...

Client Coordinator – Financial ServicesSalary: £28,000 +Location: PrestonWe are seeking a Client Coordinator to join a growing financial services firm. This is a fantastic opportunity for someone with experience in client services, administration, or operations within a regulated environment, who enjoys building relationships and ensuring an excellent...

LocationPreston Salary £25000 - £28000 TypePermanent WorkplaceOn-Site Ref89434 Recruiter Managing This Role Client Coordinator Financial Services Salary: £28,000 +  Location: Preston  We are seeking a Client Coordinator to join a growing financial services firm. This is a fantastic opportunity for someone with experience in client services,...

**Our successful and established business is looking to recruit a Client Support Administrator! A brand new entry level role in to our growing company.** We are an independent health insurance broker based in the village of Broughton on the outskirts of Preston, with great transport links, situated within 5 minutes of both the M55 and M6. We are focused on...

**Customer Retention Executive - Marshall Mercedes-Benz of Preston**: Job description Represent a leading Automotive brand whilst working for the Motor Trader Awards 2021 “Employer of The Year” with constant progression and training opportunities to assist your development within your automotive sales executive career! **Previous experience is not...