Client Service Manager Jobs in Godalming
1 - 14 of 14
Search results - Client Service Manager Jobs in Godalming
Financial Divisions-Godalming
Job Description
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• Financial Planning Administrator
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• £30k - £40k plus bonuses
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• Established Wealth Management Firm
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• Offices in Godalming (Surrey)
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My client are a very well established Independent Financial Advisor (IFA) based...
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alertsclk.com -
Hays Specialist Recruitment Limited-Godalming
Managing budgets, timescales and workflow across multiple assignments.
• Supporting partners and managers with wider client service activities and business development initiatives.
What you'll need to succeed
• ACA or ACCA qualified.
• Current Audit...
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lwqct.com -
Reed-Godalming
matters.
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• Assist incapacitated or vulnerable clients in managing their affairs.
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• Draft and execute wills and administer estates.
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• Provide expert legal advice to clients on private client matters.
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• Maintain high standards of client care...
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alertsclk.com -
Dynamite Recruitment Solutions Ltd-Godalming
servicing support, working closely with senior advisers and the wider administration team.
Responsibilities will include:
• Preparing new business and client review packs
• Preparing protection quotes
• Managing Letters of Authority and provider requests...
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lwqct.com -
Hays Specialist Recruitment Limited-Godalming
strong working relationships.
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• Managing budgets, timescales and workflow across multiple assignments.
/n
• Supporting partners and managers with wider client service activities and business development initiatives.
/n
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What you'll need to succeed...
Read more
alertsclk.com -
Financial Divisions-Godalming
Job Description
• Financial Planning Administrator
• £30k - £40k plus bonuses
• Established Wealth Management Firm
• Offices in Godalming (Surrey)
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who...
Read more
lwqct.com -
Michael Page Finance-Godalming
Job Description
As an Audit Senior within professional services in the Accounting & Finance department, you will lead and manage audit processes while ensuring high-quality client service delivery. This permanent role in Godalming offers...
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alertsclk.com -
Financial Divisions-Godalming
Job Description
• Trainee Financial Adviser / Paraplanner
• Step into an adviser role within 6 months with clients provided
• Step into adviser role when Adviser retires soon
• £45k - £55k plus bonuses and benefits
• Established Wealth Management...
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lwqct.com -
Dynamite Recruitment Solutions Ltd-Godalming
servicing support, working closely with senior advisers and the wider administration team.
/n Responsibilities will include:
/n
/n
• Preparing new business and client review packs
/n
• Preparing protection quotes
/n
• Managing Letters of Authority...
Read more
alertsclk.com -
Godalming
Proficient in Microsoft Office
• Initiative and the ability to work both independently and as part of a team
• Supporting the Pension Consultant to deliver exceptional in-office and client service
If you have not been contacted within 5 working days...
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cv-library.co.uk -
Reed-Godalming
clients in managing their affairs.
• Draft and execute wills and administer estates.
• Provide expert legal advice to clients on private client matters.
• Maintain high standards of client care and service.
• Work collaboratively with other team members...
Read more
reed.co.uk -
Financial Divisions-Godalming
Wealth Management Firm
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• Offices in Godalming (Surrey)
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• 4 days in the office per week
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My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite...
Read more
alertsclk.com -
Dynamite Recruitment Solutions Ltd-Godalming
for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.
You’ll provide dedicated administrative and client servicing support, working...
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reed.co.uk -
2i Recruit Ltd-Godalming
of a team
• Supporting the Pension Consultant to deliver exceptional in-office and client service
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted....
Read more
reed.co.uk -
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