Client Records Jobs in UK

Job DescriptionJob title: Senior Corporate BrokerSalary: 60000Location: Leeds (Hybrid)PURPOSE OF ROLELawes Consulting Group are partnering with a well-established and very well-respected Leeds basedInsurance Broker who is seeking a Senior Corporate Broker to join the team. This is a business that ha...

Administrator with a client onboarding focus! HC Wealth Management Bagshot Surrey Hybrid (2 days office / 3 days home)(flexible for the right experience) Full-time Permanent The Opportunity HC Wealth Management is a professional accredited financial planning firm where client experience genuinely...

Access salary packaging to increase take-home payPart-time (60.8 hours per fortnight) Ongoing positionBased in HorshamYour new roleAs the Finding Solutions and Adolescent Support worker you will provide practical assistance and support to adolescents and their this role you will provide a creative...

DescriptionWe are offering an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging environment.The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. For over 160 years it has provided customized solutions...

Are you a newly qualified or part-qualified Audit professional looking to take the next step in your career Would you value exposure to a broad and interesting client portfolio alongside genuine flexibility and structured career developmentWe are working with a highly regarded leading firm of Charte...

Client Administrator within Financial Planning What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Bristol you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a...

Associate Investment Management Full time - Office based What will you be doingWere seeking an ambitious individual to join our Investment Management team in Edinburgh.  This is a fantastic opportunity to be part of a small established team where you can get involved in every aspect of Investment Ma...

Client Services Administrator Location: Wolverhampton area (in-person role) Contract: Full-time Permanent Start Date: ASAP We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding...

Paraplanner Company Overview An established independent financial advisory and investment firm based in Glasgow provides advice across areas including pension planning investments and wealth management for private individuals businesses and charitable organisations. The firm operates on a transparen...

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and personalised to...

Purpose of the job To provide support and assistance to a team of administrators and managers in the provision of professional administration and company secretarial services to a variety of entities for which Ocorian provides services to and at all times comply with the Policies and Procedures of O...

This is a remote position. Home-Based Travel Advisor Overview We are seeking a detail-oriented and client-focused Home-Based Travel Advisor to support travelers in planning well-organized and memorable this role you will work remotely while assisting clients with personalized travel arra...

This is a remote position. Home-Based Travel Advisor Overview We are seeking a detail-oriented and client-focused Home-Based Travel Advisor to support travelers in planning well-organized and memorable this role you will work remotely while assisting clients with personalized travel arra...

Paraplanner Salary: Role Overview The Paraplanner will provide high-quality technical and administrative support to a Financial Adviser ensuring a consistently high standard of service for clients. This role requires a proactive and organised individual who can manage workloads efficiently while su...

About the Role We are looking for a Destination Specialist to support clients throughout their vacation planning and booking this role you will guide travelers through destination options provide expert insights answer questions and ensure each client enjoys a smooth stress-free experience from sta...

IFA Administrator Financial Planning Client Administration Permanent Full-Time Gloucestershire easy access from the M5 lovely converted farm building with plenty of parking. Are you an experienced and highly organised IFA Client Services Executive Do you enjoy being busy and making a real diffe...

Office Coordinator / Administrator Are you looking for a challenging role that allows you to take ownership of your workload Are you a team player who can multitask and help us coordinate and develop our office support We are a small established boutique wealth management practice and are looking f...

What will you be doingWere seeking a talented individual to join our Financial Planning team in Southampton which is responsible for providing full administrative support to Financial Planners while additionally building relationships with clients to deliver a positive and sleek client experience.Wh...

Duties and Responsibilities:Respond to enquiries from Brokers / Intermediaries received in a courteous and helpful manner ensuring that all information to enable the underwriting of any risk is obtained and communicated.Complete the key tasks of securing appropriate information and facts to identify...

Duties and Responsibilities:Respond to enquiries from Brokers / Intermediaries received in a courteous and helpful manner ensuring that all information to enable the underwriting of any risk is obtained and communicated.Complete the key tasks of securing appropriate information and facts to identify...