Client Records Jobs in UK

Job descriptionSenior Client ExecutiveLocation: Leicester hybridHours: 37.5 (Monday Friday)Salary: Up to 31500 per annum depending on experienceDo you enjoy bringing structure to busy environments keeping clients informed and making sure things land properly Are you someone who notices the details...

What will you be doingWere seeking a talented individual to join our Financial Planning team in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.Whats in it for meAs a Paraplanner at Evely...

What will you be doingWere seeking an ambitious individual to join our Client Admin Financial Planning team in London 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 experien...

Summary:We are seeking a dedicated and compassionate Immigration Support Worker to join our Rough Sleeping team. This role is crucial in providing essential support to individuals experiencing homelessness particularly those facing immigration issues and challenges in accessing public funding. Your...

Job Purpose:Responsible for managing all aspects of client services to ensure a consistently high-quality person-centred care experience.The Role:Work closely with the Registered Manager to coordinate the development of a high-quality private domiciliary care service in the local area.Promote the hi...

This is a remote position.Home-Based Travel Agent About the Role:We are seeking a motivated and customer-focused Home-Based Travel Agent to assist clients with planning and coordinating travel experiences. This role is ideal for individuals who enjoy working independently communicating with clien...

This is a remote position.Home-Based Travel Agent About the Role:We are seeking a motivated and customer-focused Home-Based Travel Agent to assist clients with planning and coordinating travel experiences. This role is ideal for individuals who enjoy working independently communicating with clien...

Job DescriptionWe are hiring for our client a well-established professional services firm who are seeking a proactive and customer-focused Client Services Administrator to join their growing team. This role is ideal for someone who enjoys working with people managing client queries and supporting se...

Job Description:Health AdvisorCambridge CB24 9ZR 12 month fixed term contract27600 per annum Fantastic benefitsFull Time 40 hours a week We make health happenRole OverviewAs a Health Advisor with Bupa Clinics youll be able to use your training and education to support our customers by providing edu...

Client Care AssistantLocation: Carlisle office-basedSalary: 24000 rising to 25000 after probationContract: Permanent Full-timeNXT Recruitment is proud to be supporting a well-established and growing professional services business based in Carlisle which is looking to appoint a Client Care Assistant...

Client Care AssistantLocation: Carlisle office-basedSalary: 24000 rising to 25000 after probationContract: Permanent Full-timeNXT Recruitment is proud to be supporting a well-established and growing professional services business based in Carlisle which is looking to appoint a Client Care Assistant...

Were looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession.Youll be working closely with...

Our client a very well established and well respected firm of Independent Financial Planners based in Lytham are seeking an experienced Paraplanner to join their team on a hybrid basis. Working in collaboration with 5 Financial Advisers Paraplanners and Administration you will prepare recommendation...

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Qualifications : Key ResponsibilitiesTo work closely with the aligned Financial Planners t...

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Investment Managers to deliver excell...

DescriptionDepositary AnalystUK LondonAbout CitcoCitco is a global leader in fund services corporate governance and related asset services with staff across 50 offices worldwide. With more than $1.8 trillion in assets under administration we deliver end-to-end solutions and exceptional service to m...

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.As a Paraplanner y...

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.As a Pa...

Client Administrator Investment ManagementWhat will you be doingWere seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended.  You will be responsible for providing full administrative support to Invest...

Were seeking an ambitious individual to join our Financial Planning team in Nottingham 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 in it for me As a Clie...