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Location:Horsham
Pay:£25K to £32K
Type:Permanent
Added:09/11/17
Ref:BB89898980
Paraplanner Role purpose: Paraplanning is a technical function that supports and informs the work of Advisers in all areas of finance, including pensions, tax and investment management. Your key role as a Paraplanner is to process the personal information provided by clients during a meeting with their Adviser, before researching the best solutions
Location:Horsham
Pay:£20K to £25K
Type:Permanent
Added:09/11/17
Ref:BB321343651
Client Services Associate within financial services. Role Overview and purpose: Supporting new and existing clients in the use of the organisations platform. Timely and effective handling and resolution of client queries and issues. Relationship building and provision of excellent service standards. Primary responsibilities:  Building stron
Location:Horsham
Pay:£25K to £30K
Type:Permanent
Added:09/11/17
Ref:BB65168465
Training and Development Consultant - Horsham Our client delivers a market-leading range of financial software, consultancy and training services. Meeting clients in their respective markets by combining innovative software with their industry expertise to provide tailor-made solutions across the financial services industry. Role Overview The key f
Location:Horsham
Pay:£40K
Type:Permanent
Added:09/11/17
Ref:BB35468764
Client Relationship Manager - Horsham Our client is an award winning firm of Chartered Financial Planners based in Horsham. Proposal for the Client Relationship Manager role: * This is an exciting opportunity for an experienced financial adviser to join an advice firm on an employed basis. * Generally you will be expected to work from the office on
Location:Horsham
Pay:£45K to £50K
Type:Permanent
Added:09/11/17
Ref:BB35436534
Client Solutions Desk Based Adviser - Horsham This is an exciting opportunity for an experienced financial adviser to join an award-winning advice firm on an employed basis, and servicing clients based primarily in the South East of England. You will work from the Horsham office and provide telephone advice.You will be provided with clients to serv
Location:Horsham
Pay:£22K to £24K
Type:Permanent
Added:09/11/17
Ref:BB35546374
Training & Development Administrator - Horsham Training and development administrator role: The purpose of this role is to support the Training and Development Coordinator in all areas, including; maintenance of company procedures, client facing manuals and support documentation; internal and external client training and development and enhancement
Location:Basildon
Type:Permanent
Added:08/11/17
Ref:DST/TP/17446/10170
Summary Distributor Client Services (DCS) is a business area specifically designed to service Nominee and Platform providers of DST’ clients. There are c112 members of staff serving various functions including telephone dealing, dealing with and resolving queries via phone or email, Nominee relationship management, STP (Straight Through Proc
Location:Chelmsford
Type:Permanent
Added:08/11/17
Ref:DST/TP/17447/10194
The Document Management Division is looking for a Team Leader for their busy Wealth Management & Insurance Team. This role will support the oversight of daily operations, and is a pivotal role to the success of the team. Main Responsibilities * Oversight of daily operations, for the Wealth and RIS processing team, within DMD across shifts. * Manage
Location:Reading
Pay:£27K to £30K
Type:Permanent
Added:07/11/17
Ref:JC000010
Technical Support Engineer – Technical Operations Analyst – Financial Services – FPS - Reading I am looking for a Technical Support Engineer – Technical Operations Analyst –who will be dealing with customers via phone, portal, and email, resolving issues and escalating where necessary, operational support of compa
Location:Basildon
Type:Permanent
Added:07/11/17
Ref:DST/TP/17446/10161
Summary The Dealing Services team are situated within DST's Head Office in Basildon. The office has free onsite parking along with a subsidised canteen. You will be responsible for the processing of investment deals (e.g. buying/selling of investments) onto our clients database system on behalf of the Management Companies that DST services (i(leadi
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