3 personal advisor jobs found

Customer Service Advisor Newcastle upon Tyne- 5 days Onsite Contract role (6 months) Day rate- competitive TBD The Role Join our clients Customer Service Team at the Newcastle Contact Centre to support the personal lending business of a major financial Business Solutions. We are seeking professional, confident individuals to handle high-volume customer enquiries and ensure a positive experience every time. Key Responsibilities Customer Support: Acting as the first point of contact for personal loan enquiries via inbound calls. Accuracy: Maintaining up-to-date, precise customer records in a fast-paced environment. Compliance: Managing sensitive data strictly in line with GDPR requirements. Performance: Consistently meeting KPIs, including Average Handling Time and Service Levels. Requirements Mandatory: Previous experience in a Call/Contact Centre and Customer Service. Desirable: Background in Financial Services, Personal Loans, or CRM systems. Skills: Strong...

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will: * Be the point of contact for company, client and third-party queries when dealing with new and existing business. * Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required. * Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients. * Process online fund...

T2M Resourcing are working with a successful and growing business who are part of a larger group and have an opportunity for a Finance Manager, 12 month FTC. As Finance Manager you will lead the company’s financial and management accounting, reporting and control activities as well as overseeing all accounting functions and together with the management team, ensure the business is led and managed appropriately. As an experienced Finance Manager, you will use your expertise to drive change and improve processes. * Finance Manager: 12 month FTC * Location: Worcestershire (Kidderminster, Redditch, Bromsgrove, Stourbridge ) * Competitive salary circa £65,000 + Benefits Package As Finance Manager key responsibilities will include: * Financial Leadership: Oversee the day-to-day financial management, including the preparation and consolidation of accurate monthly management accounts. * Strategic Partnering: Act as a key advisor to senior stakeholders, translating complex data...