Contact Center Manager jobs in United Kingdom

Social network you want to login/join with:

I'm working with a successful boutique independent financial advice firm that is looking for a Client Administrator to join their dynamic client administration team.

We're seeking candidates with proven IFA administration experience, ideally with several months of experience, who are local to the Gloucester area. This opportunity is well-suited for individuals seeking a new challenge within a small IFA firm, where their contributions are highly valued and their voice has a meaningful impact. The business is experiencing exciting growth due to their continued success, offering great opportunities for progression.

Responsibilities:

• Collaborate closely with Financial Advisors to provide proactive assistance
• Manage calendars and schedule client meetings
• Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
• Prepare meeting materials for Advisors before client meetings
• Raise invoices as required
• Manage database systems

Joining this team, you will feel part of a supportive culture with a proactive and passionate approach to work.

Perks: The company offers various benefits, including private medical insurance, free on-site parking, a relaxed and supportive work culture, and a modern, well-designed office environment.

If you're looking for a welcoming environment where your career can flourish, apply now.