You will have demonstrable experience managing administration and / or paraplanning teams - A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
You will play a key role; leading their client service support team who work with institutions and private investors – ensuring all clients and prospects receive outstanding service.
Management Systems Support Job Type: Contract Immediate 83ph , PAYE/Umbrella. Knowledge of writing technical and process documentation. A track record of delivering process documentation compliant with a Regulatory framework. Knowledge of applying a consistent approach to a range of processes and the ability to influence and support process owners. Managing an integrated management system which...
You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues within a growing team of Financial Advisers in the City of London.
Job Description Up to £45,000 plus EXCELLENT bonus and benefits URGENT REQUIREMENT A FANTASTIC opportunity has arisen for THREE proactive and client-focused individuals to join a highly-prestigious private bank in London. In this role, you will provide primary support for a Client Relationship Officer with a busy book and strong pipeline (including UK and International clients), ensuring...
Job Description Be the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen their expertise, enjoy...
You will be part of a busy team providing support a number of financial advisers and paraplanners with duties including: - Cradle to grave admin for all financial services products - Using Intelligent Office system and a variety of platforms - Obtain quotes, illustrations, product information and appropriate paperwork
Job Description Our client is a major National IFA firm and they are currently in need of an employed Chartered IFA to join their team This is an office/home/field based role in Alderley Edge dealing with a great clienty portfolio This opportunity has arisen due to the planned departure of a seasoned planner and represents a chance to inherit a well-established client bank of approximately...
Client Support Specialist – Disputes This is a client-facing position within the Solution Operations team, offering hands-on experience supporting legal teams with electronic bundle management across Litigations, Arbitrations, Inquests, and Inquiries. You’ll work closely with internal departments in a fast-paced, collaborative environment, helping to deliver an effective external service while...
You will will provide a quality administration service to support our client delivery teams and to achieve service line targets. Your responsibilities Here's a bit more on what you can expect to be doing day-to-day: - Assisting managers run a tax return portfolio
Client Support Specialist – Disputes This is a client-facing position within the Solution Operations team, offering hands-on experience supporting legal teams with electronic bundle management across Litigations, Arbitrations, Inquests, and Inquiries. You’ll work closely with internal departments in a fast-paced, collaborative environment, helping to deliver an effective external service while...
You will be working as part of our Client Support Team, actively engaging in service desk support relating to our market-leading, property management solution (RiskWise). Communication skills will be paramount, since your role will see you routinely represent our company through regular telephone and email conversations with an array of long-term clients.
You will will provide a quality administration service to support our client delivery teams and to achieve service line targets. Your responsibilities Here's a bit more on what you can expect to be doing day-to-day: - Assisting managers run a tax return portfolio
Robert Half is partnering with a leading consultancy based in Central London to recruit their next Client Team Support professional. Role: CLIENT TEAM SUPPORT Onsite: Full time Location : Central London based The role: Are you someone who thrives in a collaborative environment, gets genuine satisfaction from supporting others, and enjoys juggling a varied workload? We're looking for a...
You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information. To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems. Key Responsibilities
Robert Half is partnering with a leading consultancy based in Central London to recruit their next Client Team Support professional. Role: CLIENT TEAM SUPPORT Onsite: Full time Location : Central London based The role: Are you someone who thrives in a collaborative environment, gets genuine satisfaction from supporting others, and enjoys juggling a varied workload? We're looking for a...
Job Description Client Support Specialist – Disputes This is a client-facing position within the Solution Operations team, offering hands-on experience supporting legal teams with electronic bundle management across Litigations, Arbitrations, Inquests, and Inquiries. You’ll work closely with internal departments in a fast-paced, collaborative environment, helping to deliver an effective...
Job Description Private Client Professional Support Lawyer (PSL). 12 month FTC. London. 4++ PQE. Our client is a mid-market London firm that is looking to engage a Private Client Professional Support Lawyer on a 12 month Fixed Term Contract. The role is due to start ASAP; therefore, candidates should ideally be available immediately or at short notice. The firm operates a hybrid working...
Job Description Robert Half has partnered up with a prestigious regulatory advisory firm, to find a bright, proactive and organised Client Team Support / Junior Project Manager professional to join their collaborative operations team. Client Team Support / Junior Project Manager | London | Hybrid | Full Time | Permanent This is a fantastic opportunity for someone who thrives on keeping things...
Job Description Client Support Specialist – Disputes This is a client-facing position within the Solution Operations team, offering hands-on experience supporting legal teams with electronic bundle management across Litigations, Arbitrations, Inquests, and Inquiries. You’ll work closely with internal departments in a fast-paced, collaborative environment, helping to deliver an effective...