Client Services salaries in Saint Mellons, CRF

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out…

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing…

11 days ago

Full UK driving licence and access to a vehicle. Coordinate interventions such as home visits, support sessions, and multi-agency responses to ensure a holistic…

£27,000 a year

Our commitment to your health extends to virtual GP access, an employee assistance program, and well-being support, including access to therapy.

£27,976.00 - £30,742.40 a year

14 days ago