Employment Type : Full-Time
We are currently seeking a Customer Services Advisor to join our esteemed financial helpdesk in leading Wealth Management company nestled in the heart of Bristol. As the primary point of contact for our 1.9 million clients, you will provide support through inbound calls and written correspondence. This is not a sales position. Comprehensive in-house training will be provided to enable you to assist clients with intricate operational, investment-...
Employment Type : Full-Time
Competitive starting salary, followed by regular reviews and increases, as milestones are met. Fully paid training and qualifications Competitive holiday policy 6% employer pension scheme contribution Life Assurance (4 x salary) Single person healthcare Flex benefits scheme Discount scheme Sports and Social groups Overview Are you passionate about customer service? Our Contact Centre is the heart of our business, and we pride ourselves on excell...
Employment Type : Full-Time
Hours of Work – 40hrs/week – Mon-Fri – 9am – 5:30pm (hybrid/remote) Salary - 24k subject to experience and uncapped commission (OTE circa 36K) Welcome to Scout Financial Services – we are on a mission to become a leading player in the UK mortgage sector. We aim to be the trusted broker of choice, helping customers achieve their property goals by proudly providing a lifetime of financial advice. As a Mortgage Administrator in this growing Fintech...
Employment Type : Full-Time
About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. About the role: As a Digital Marketing Executive, you will play a ...
Employment Type : Full-Time
Are you a strong leader with a passion for helping others? Can you guide a team to deliver life-changing support? Do you thrive in a role that blends leadership, casework, and strategy? We are looking for Casework Services Manager to lead a team of Case Officers and Coordinators, ensuring they provide high-quality, person-centred advice and support. You’ll oversee case management, maintain quality assurance, and create a positive, inclusive work...
Employment Type : Full-Time
Are you a strong leader with a passion for helping others? Can you guide a team to deliver life-changing support? Do you thrive in a role that blends leadership, casework, and strategy? We are looking for Casework Services Manager (12 months fixed term contract) to lead a team of Case Officers and Coordinators, ensuring they provide high-quality, person-centred advice and support. You’ll oversee case management, maintain quality assurance, and c...
Employment Type : Full-Time
Job Description This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE 75k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less...
Employment Type : Full-Time
Job Description This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE 75k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less...
Employment Type : Full-Time
Job Description This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE 75k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less...
Employment Type : Full-Time
Job Description This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: 65k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop les...