Back Office Jobs in West Midlands
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Search results - Back Office Jobs in West Midlands
Coventry
Administrators and will be responsible for providing back-office support.
Responsibilities:
" Ensure all dealings with clients are carried out in a professional and courteous manner
" Maintain all standards of performance as required by the company
" Prepare...
cv-library.co.uk -
Premier Jobs UK Limited-Birmingham
service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilitie...
ZIPC1_UKTJ...
Coventry
NJR Recruitment are working with a firm of financial planning Advisers who are looking for a Client Services Administrator to join their team. The Client Services Administration will provide full back-office support to advisers and paraplanners...
cv-library.co.uk -
Networker Global Limited-Birmingham
Job Description
Recruitment Partner Your Success, Your Terms
What is Myn?
Myn is the ultimate recruitment partner for ambitious recruiters looking for independence. We provide full back-office support, funding, and cutting-edge recruitment techso...
Birmingham
provided, you should look to self-source business from internal and external relationships, to help build your client portfolio.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners...
cv-library.co.uk -
1 similar job: Doncaster
Coventry
and handling incoming and outgoing mail
• Maintaining and updating the diary system for financial planners
• Communicating with clients as necessary to ensure exceptional service
• Updating client information on the back-office system
• Preparing client review...
reed.co.uk -
Birmingham
and providing exceptional customer service
• Preparing valuation reports, performance documentation, and review checklists
• Processing and monitoring switches with providers
• Completing withdrawal instructions for clients
• Updating back-office systems...
cv-library.co.uk -
Back Office – Related jobs in West Midlands:
Premier Jobs UK Limited-Coventry
Full and comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all...
Birmingham
for a Trade Counter Assistant to join their small, tight-knit team. This role offers roughly a 50/50 split between back-office administration and trade counter customer service.
The duties and responsibilities of a Trade Counter Assistant include...
cv-library.co.uk -
Crimson Limited-Birmingham
databases, including MySQL and Microsoft SQL.• Excellent facilitation and communication skills, capable of engaging both technical and non-technical stakeholders effectively.• Understanding of back-office technologies and their practical...
careers4a.com -
King Edward VI Handsworth School for Girls-Birmingham
Edward VI Academy Trust Birmingham (“the Academy Trust”) was established in 2017 and is made up of the academies outlined above. The academies receive back office central support services including governance, from the Foundation Office (a central support...
tes.com -
GBWM-England
that may be required to assess the client’s needs and to assist with our recommendations. Experience of back-office administration that relates to the paraplanning role such as updating a client’s CFR (confidential Financial Review), making sure that client...
La Fosse Associates-England
vendors, and the wider technology ecosystem to leverage external expertise and best practices.
Key Performance Indicators:
• Progress in harmonizing back-office systems, ensuring streamlined and consolidated IT environments (e.g., M&A post-deal...
appcast.io -
Fintelligent Search-Wolverhampton
to understand their funding needs.
• Structure deals and complete thorough fact-finding.
Package and Benefits:
The Bridging Advisor role comes with a comprehensive package:
• Annual salary of £35,000 - we also have self-employed options with full back office...
Fintelligent Search-Wolverhampton
to understand their funding needs.
• Structure deals and complete thorough fact-finding.
Package and Benefits:
The Bridging Advisor role comes with a comprehensive package:
• Annual salary of £35,000 - we also have self-employed options with full back office...
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