client services Work, Jobs in cambridge, cam (with Salaries)

Paraplanner
Swiss Life Global Solutions —Cambridge
- Annual leave
- Employee assistance programme
13d
Client Services Administrator
Vetspeed Ltd —Royston
- £25,235 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Life insurance
Quick apply
2d
Travel Sales Consultant
Trailfinders —Cambridge
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Wellness Lab Client Experience Coordinator
Oxydise —Newmarket
- £15 an hour
- Part-time
- Hospitality
- Customer service
- Laboratory experience
Quick apply
Housing First Coordinator - Homeless Services
Eliot Community Human Services —Cambridge
- £48,000 - £50,000 a year
- Monday to Friday
- Master's degree
- Bachelor's degree
- Annual leave
Admin Assistant - Care Home
Barchester Healthcare —Cambridge
- £14.38 an hour
- Computer skills
- Employee discount
- Referral programme
Quick apply
Dog Walker/Pet Sitter
We Love Pets Cambridge —Cambridge
- £13 an hour
- Part-time
- Heavy lifting
- Customer service
- In-person
Quick apply
1d
Events Coordinator
Cambridge Union Society Events Venue —Cambridge
- £28,000 - £30,000 a year
- Full-time
- English
- Organisational skills
- In-person
- Employee discount
- Flexible schedule
Quick apply
1d
Clinic Manager
Therapie Clinic —Cambridge
- £37,000 - £45,000 a year
- Sales
- Customer service
- Mentoring
- Paid training
- Annual leave
Training Coordinator
M Group —Whittlesford
- Microsoft Excel
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Receptionist
Mills & Reeve LLP —Cambridge
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
2d
Independent Advocate
POhWER —Cambridge
- £25,877.80 a year
- Part-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
2d
Administrator
THEHIREWORKS LTD —Cambridge
- £13 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Administration Assistant (Trainee)
Best4Business Group —Cambridge
- £24,500 - £29,500 a year
- Office experience
Client Service Advisor
ALS Global —Chatteris
- Part-time
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee discount
Leisure Professional
Quy Mill Hotel & Spa —Cambridge
- From £13 an hour
- Full-time
- Hospitality
- Management
- Hotel
- Free parking
- Employee discount
Quick apply
Cambridge - Front of House Operations Coordinator - 12month FTC
St. James's Place —Cambridge
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
ABI/TBI FEMALE rehabilitation support worker - 18-20 hours PW Monday to Friday 10am-2/3pm
Thompson Holistic Care Services —Cambridge
- £16 an hour
- Part-time
- Working with children
- Rehabilitation centre
- In-person
Quick apply
2d
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
13d
Retail Merchandiser
eXPD8 —Cambridge
- £12.21 - £12.71 an hour
- Part-time
- Customer service
- Merchandising
- Communication skills
- Referral programme

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Paraplanner

Swiss Life Global Solutions -
Cambridge

Apply Now

Job details

13 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Financial planning

Full job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.

Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.

WHAT YOU WILL NEED

Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

WHAT YOUR ROLE WILL INVOLVE

Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.

Your day-to-day role

Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk.
Compiling investment, pension and protection illustrations, projections and associated documentation.
Writing technical and accurate suitability reports and client service agreement letters
Ensuring client files comply with both FCA regulations and our internal policy and procedures.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance – 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

Apply Now

Refine Your Search

client services jobs in cambridge, cam

Paraplanner

Client Services Administrator

Travel Sales Consultant

Wellness Lab Client Experience Coordinator

Housing First Coordinator - Homeless Services

Admin Assistant - Care Home

Dog Walker/Pet Sitter

Events Coordinator

Clinic Manager

Training Coordinator

Receptionist

Independent Advocate

Administrator

Administration Assistant (Trainee)

Client Service Advisor

Leisure Professional

Cambridge - Front of House Operations Coordinator - 12month FTC

ABI/TBI FEMALE rehabilitation support worker - 18-20 hours PW Monday to Friday 10am-2/3pm

Client Services Executive

Retail Merchandiser

I want to receive the latest job alerts for client services in cambridge, cam

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