Client Records Jobs in UK

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Knutsford. You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.Whats...

What will you be doingWere seeking an ambitious individual to join our Client Administration team in Bracknell you will be responsible for providing full administrative support to the Financial Planners within the team as well as building relationships with clients to deliver a positive and sleek cl...

DepartmentRecruiting SolutionsEmployment TypePermanent - Full TimeLocationLondon UK - HybridWorkplace typeHybrid Outcomes Person Specification Other Information About Group GTI We aim to help students realise their potential in the world of...

Financial Planning Administrator - Cheltenham Full-time and fixed term for 12 months.About Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our cli...

Job DescriptionWere looking for an experienced and commercially minded HR Consultant to join a busy and growing HR consultancy. This role is ideal for a confident hands-on HR professional who enjoys variety autonomy and building strong client relationships across multiple industries.About the roleTh...

Job DescriptionParalegal - Sales & Home OwnershipLocation: ManchesterSalary: 22000 - 28000Experience required: ParalegalAbout the RoleWe are seeking an aspiring Paralegal to join our dynamic legal team specializing in sales and home ownership matters.Your key responsibilities will include:Sales & Ho...

DescriptionJ.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams marketing support and product specialists are dedicated to the support of our clients and leverage the capabilities of our global firm to del...

Since being founded in 2018 Copper has been building the standard for institutional digital asset infrastructure with a focus on custody collateral management and prime services.Led by Amar Kuchinad Coppers Global CEO the firm provides a comprehensive suite of custody trading and settlement solution...

Since being founded in 2018 Copper has been building the standard for institutional digital asset infrastructure with a focus on custody collateral management and prime services.Led by Amar Kuchinad Coppers Global CEO the firm provides a comprehensive suite of custody trading and settlement solution...

Remote Performance-basedAbout the RoleWere seeking an ambitious self-motivated Marketing Executive to drive client engagement and program enrollments in our wellbeing and transformational learning programs. This is a high-performing results-based role for professionals who thrive on autonomy measur...

Remote Performance-basedAbout the RoleWere seeking an ambitious self-motivated Marketing Executive to drive client engagement and program enrollments in our wellbeing and transformational learning programs. This is a high-performing results-based role for professionals who thrive on autonomy measur...

Remote Performance-basedAbout the RoleWere seeking an ambitious self-motivated Marketing Executive to drive client engagement and program enrollments in our wellbeing and transformational learning programs. This is a high-performing results-based role for professionals who thrive on autonomy measur...

An exciting opportunity has arisen for a Deputy Care Manager to join our growing team at our Newport Shropshire office. We are seeking a dedicated and compassionate individual to join our company you will play a vital role in ensuring the highest level of care and support for our clients in their ow...

Job Description:Health AdvisorCrossrail Clinic London E14 5ARPermanent24640 Fantastic benefitsPart Time - 32 hours a week (Would need someone Mondays and Saturdays and then either a Wednesday or a Thursday)We consider all types of flexibility including locations hours and working patterns.We make h...

Personal AssistantSalary: 28000 per annum plus company benefitsLocation: Birmingham B3 3QRContract: 12 month Fixed Term Contract Full TimeShifts: 37.5 hours per week worked MonFri 9am-5:30pm with a 1-hour unpaid breakWork model: Potential for hybrid working after 3 monthsWilliams Lea seeks an experi...

Job Description:Under general supervision the Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of customers. The Client Engagement Specialist is responsible for retaining the existing contract revenue within existing buying cen...

What will you be doingWere seeking an ambitious individual to join our Wealth Management team in London you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experience. You will...

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...

Overview We are looking for enthusiastic individuals to join our growing team as Remote Travel Experience Consultants. In this role you will help clients plan and book their dream vacations while providing exceptional customer service and professional travel support. This position is ideal for someo...

About MoneyboxAt Moneybox our mission is to give everyone the means to get more out of life. Were guided by our belief that wealth isnt about the money its about the means to more - more freedom opportunities possibilities and peace of mind. Moneybox is an award-winning wealth management platform he...