Client Records Jobs in Kent W

PIB Group are looking for a Customer Support Team Leader to join our growingEmployee Benefits team the key purpose of this role will be to run a team providing Customer Support to our technology clients & their employees whilst focussing on the monitoring technology in place and how this links to ou...

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...

Client Administrator within Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with...

Investment Manager What will you be doingWere seeking an ambitious individual to join our Investment Management team in Bristol.  This is an exceptional opportunity to join a hi-profile team where you will have substantial client contact and become the main point of contact for clients as you build...

Were seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route while developing deeper tech...

Were seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role will be both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route while developing dee...

Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confir...

About Law DebentureLaw Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a dayto-day basis we are nimble ambitious and small enough to know everyone by name whilst also benefiting from the profile and credib...

About Law DebentureLaw Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a dayto-day basis we are nimble ambitious and small enough to know everyone by name whilst also benefiting from the profile and credib...

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...