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This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.Hours: 5 days per week Monday to Friday - 9am until 5pm.Salary; £25,000-£27,000p/a depending on experienceContract type: PermanentBenefits;1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)2. NHS Top up Medical Cash Plan (increasing with length of service)3. Gym membership4. Free onsite parking5. Bike to work scheme6. Exam support and funding7. Inhouse development path for those that want to develop throughout the various roles8. Team socialsRole purpose: An exciting new opportunity has arisen, and the role will be in the Case Management Team providing admin/pa support to the business's Financial Advisers and wider business. Build client relationships and their experience of being a client.CM Team is the centre of all client interaction and experience working closely in tangent with the financial advisers.Role purpose building our client relationships and their experience of being a client.CM is at the heart of all client interaction and experience working closely in tangent with the clients adviser.Proactive monitoring and management on all client cases from start to finish with the aim of achieving efficient start to finish processs that contribute to internal process and external client experience.Regular (minimal tri-weekly) direct client updates of ongoing cases (business, death cases and any other complex admin request such as DOA/Stock transfers). Preference is phone call to build client relations, unless client specifies email. Completion of client tracker and this is kept fully up to date. This is the ultimate priority.Weekly scheduled adviser meetings running through pre agreed CM Team Meeting agenda to ensure all areas are coveredManaging sign-ups ownership - Booking & Chasing sign-ups to ensure they are booked in as soon as possible toSign up packs for business no prep now but ensuring all sign up packs are to advisers timely and are scanned back timely to file and Paraplanner once meeting has been concluded and the business is ready to be submitted - pack creation by PP teamSending and monitoring of TT forms for new business payment, chasing of payments in a timely manner to ensure funds come across to the company promptlyNew business basics pack check/prep and pass through to PP team, ensuring basic information is in file (following guide for each business of minimum requirements of CM)Fluid updating when required for case updates in statusWorking with Paraplanner to ensure all relevant info from advisers is obtained and supporting them with any chasing of outstanding documents with clients and advisersCreation of Salesforce and Ibusiness records for all new clients, companies, trusts and trusteesHMRC follow ups for Trust registration for new and top up business casesCompletion of Corporate & Trust AML/ID for businessWelcome calls to all new clients/bio & prep of welcome pack sendingAd hoc client actions/requests post client Annual review meetingsTimely Death case management ensuring all parties to the case are treated with empathy, understanding and with the aim of concluding their case as timely as possible. Staying on top of outstanding actions and chasing to full conclusion, keeping the client updated at all times. The death case tracker must be completed at all times and on a regular weekly basis check in/action until conclusion.Monthly active Management of expiring prospects to ensure leads are kept on the system before expiry of 3 monthsWithdrawals taking instruction and completion of withdrawals keeping client up to date throughout entire processComplex tasks completion DOA/Stock transfersActive Adviser Inbox management keeping on top of adviser incoming emails, dealing with what can be dealt with by the admin team.Analytics on request from AdviserFull client updates are kept up to date and always recorded by client contact record or SFAnswering of incoming office callsSupporting with other office ad hoc projects and resourceProtection application keying on of application by ad hoc requestPerson Specification:Genuine interest in Financial ServicesConfident phone manner and dealing with clientsKeen to develop and learnHigh level of attention to detailHighly organised and works with a proactive attitudeExcellent written and verbal communication skillsExcellent IT SkillsApproaches work positively with a can-do attitude and take responsibility for own tasksManages time effectively and can work within set timescalesWorks well as an individual and as part of a large teamThis is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.TPBN1_UKTJ

Deliver with Deliveroo Become a food delivery driver with Deliveroo and find work that suits you. • Make money on your own schedule with your own vehicle (scooter, bike or car)., • Work when you want to, at the tap of a button, • Set your own earning goals, • Get round-the-clock support What you'll need • Scooter, bike or car (with license and insurance), • Safety equipment (e.g. helmet), • Smartphone with iOS 12 / Android 6 or above, • Proof of your right to work self-employed in the UK, • Age 18+ Ready to earn? Just tap the app Go online when it suits you and stay online for as long as you like - it's all up to you. We're always here for you When you're on the road, we're with you – for help, advice or support, message or call us in the app. Competitive fees We pay a competitive fee for each order you deliver. You can earn tips from customers as well, to help towards your earnings goals. Ways to boost your earnings Take advantage of busy areas and earn more at evenings and weekends. Peace of mind Your safety is our priority, so we'll insure you in case of accidents, too. It's totally free and applies from the moment you go online. Get paid when you want We'll send you your earnings weekly. Want to get paid faster? Cash out in the app daily. Free professional kit Highly visible, comfortable and breathable gear, suitable for the climate you're riding in. 1000s of UK restaurant partners We're one of the busiest food delivery platforms in the country, delivering orders in your local area every day. Easy sign up Make sure you have your ID, driving license (for scooter and car drivers) and proof of right to work Deliveroo is transforming the way people think about food. We are providing people with access to thousands of different restaurants and cuisines, giving people the freedom to eat what they want, when they want, where they want. To succeed in this mission we need your help - apply in just 5 minutes!

Become a food delivery driver with Deliveroo and find work that suits you.Make money on your own schedule with your own vehicle (scooter, bike or car).Work when you want to, at the tap of a button.Scooter, bike or car (with license and insurance).Smartphone with iOS 12 / Android 6 or above.Proof of

Become a food delivery driver with Deliveroo and find work that suits you.Make money on your own schedule with your own vehicle (scooter, bike or car).Work when you want to, at the tap of a button.Scooter, bike or car (with license and insurance).Smartphone with iOS 12 / Android 6 or above.Proof of

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Hours: 5 days per week - 9am until 5pm (35 hours per week) Salary; £25,000 Contract type: Permanent Benefits; 1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) 2.NHS Top up Medical Cash Plan (increasing with length of service) 3.Gym membership 4.Free onsite parking 5.Bike to work scheme 6.Exam support and funding 7.Inhouse development path for those that want to develop throughout the various roles 8.Team socials Role purpose: An exciting new opportunity has arisen with this long established business.. The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business. Key Duties and Responsibilities: Updating client personal information onto our CRM system (Salesforce) Review letter completion Complete full annual review advice set on our CRM system (Salesforce) Protection quotations through Solution builder app Answering of incoming office calls Supporting with any broader general office support Supporting with client generic queries Person Specification: Genuine interest in Financial Services Confident phone manner and dealing with clients Keen to develop and learn High level of attention to detail Highly organised and works with a proactive attitude Excellent written and verbal communication skills Excellent IT Skills Approaches work positively with a can-do attitude and take responsibility for own tasks Manages time effectively and can work within set timescales Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. JBRP1_UKTJ

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career. Hours: 5 days per week - 9am until 5pm (35 hours per week) Salary; £25,000 Contract type: Permanent Benefits; 1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition), 2. NHS Top up Medical Cash Plan (increasing with length of service), 3. Gym membership, 4. Free onsite parking, 5. Bike to work scheme, 6. Exam support and funding, 7. Inhouse development path for those that want to develop throughout the various roles, 8. Team socials Role purpose: An exciting new opportunity has arisen with this long established business.. The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business. Key Duties and Responsibilities: • Updating client personal information onto our CRM system (Salesforce), • Review letter completion, • Complete full annual review advice set on our CRM system (Salesforce), • Protection quotations through Solution builder app, • Answering of incoming office calls, • Supporting with any broader general office support, • Supporting with client generic queries Person Specification: • Genuine interest in Financial Services, • Confident phone manner and dealing with clients, • Keen to develop and learn, • High level of attention to detail, • Highly organised and works with a proactive attitude, • Excellent written and verbal communication skills, • Excellent IT Skills, • Approaches work positively with a can-do attitude and take responsibility for own tasks, • Manages time effectively and can work within set timescales, • Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career