1,301 Client Services Jobs in Surrey

Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office. Duties of...

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Client Services Representative - Salary 26,000 - 28,000 Excellent Benefits Based: Farnborough / Hybrid Working Our client is a market leading Financial Services business who provides independent financial advice. They are looking for a customer servi...

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The Client Services Associate role provides support for various stakeholders, including financial advisers, retail investors, and HNW individuals. The role is an opportunity for a candidate to take the next step in their financial services career. Cl...

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Are you passionate about providing exceptional client experiences? Do you thrive in a dynamic and fast-paced environment? If so, we have the perfect opportunity for you Our client is one of London's most prestigious Mortgage & Protection Brokerages t...

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Client Services Representative- Farnborough- 29K Job Summary: The Client Services team is the primary point of contact for clients and prospects seeking advice and services. They manage inbound and outbound communications, book appointments for Advis...

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Client Support Administrator Vacancy. London / Hybrid Working. Up to 34,000 This a fantastic opportunity for a Client Support, IFA, or Adviser Support Administrator to join a growing National business, and have the opportunity to develop both in expe...

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Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilitie...

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Hybrid Working Available Up to 35,000 plus excellent bonus and benefits Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London. Our client is seeking an ...

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EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER – DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED Ref: 4004G 80K good benefits & bonus REMOTE (Southern England) We are exclusively recruiting for a Family Office Discretionary Fund Manager &...

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We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...

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The Firm: HW Fisher LLP is a top 30 UK chartered accountancy firm. We are a commercially astute organisation with a personal, partner-led service aimed at entrepreneurial small and medium enterprises (SMEs), large corporates, Not for Profit organisat...

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My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...

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Position : Employee Benefits Administrator Location : Redhill, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred but not e...

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Position : Employee Benefits Administrator Location : Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred Salary/p...

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MBF are currently partnering with one of the UK's top Wealth Managers to fill a key role within their Client Services team. Our client is a leading Wealth Management firm renowned for its commitment to excellence and client satisfaction. With a track...

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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 21,000...

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5 x Financial Planning Administrator/Trainee Paraplanner - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Pri...

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5 x Financial Planning Administrator - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Private Medical Cover Y...

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Overview: Our client is a leading employee benefits firm, who provide personalised and comprehensive financial planning solutions. They have a passion for helping individuals achieve their financial goals and a strong commitment to excellence. They a...

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Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsi...

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This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic...

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plus full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Weybridge area has been now operating in excess of 15 years and have built their r...

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full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputati...

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Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and wa...

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A Danish speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of custome...

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