We’re looking for a strong communicator with exceptional attention to detail to join our busy client in Bristol City Centre. You will join their Service Delivery Team to act as first point of contact for both internal and external clients, managing new and existing work orders through internal systems.

This role requires someone with excellent communication skills, strong attention to detail, and the ability to meet deadlines in a fast-paced environment.

Daily responsibilities to include:

• Managing and monitoring workflow statuses within internal systems
• Processing work orders in line with client SLAs and KPIs
• Handling all incoming calls, assisting with general queries
• Liaising with engineers and suppliers to obtain updates and ensure all works are completed within contractual timeframes
• Responsible for accurate diary management
• Supporting upper management to ensure client requirements are met

Candidates must be hardworking and self-motivated to ensure exceptional service delivery.   

Experience of working with customers over the telephone is essential to effectively engage with clients, colleagues, and third parties.

Hours of work are 8am – 5pm, Monday – Friday.

Get in touch for more information!

Do you love working with customers?

Do you want to develop your career within the financial services sector?

We’re proud to be recruiting for several Customer Service Representatives to join our client’s friendly team!

The Job

• Dealing with inbound and outbound calls, emails, and written requests from customers  
• Managing queries, requests, and issues through to successful resolution
• Liaising with internal teams to ensure appropriate solutions are provided to customers
• Providing accurate information regarding life and pension policies
• Handling sensitive calls and dealing with vulnerable customers appropriately 
• Updating internal systems with all customer communication

The Person

This is a fantastic opportunity for someone who has previously worked in the hospitality or retail sector, although would also suit someone who has previously worked in insurance or finance. Full training will be provided.

The successful candidate will also have great communication skills, strong attention to detail, and excellent computer literacy skills.

If this sounds like the next role in your career, please apply today!

Looking for a new challenge to develop your financial services skills?

This is a fantastic opportunity to work with a global provider of business outsourcing services and innovative technology solutions as a Client Services Administrator.

The role requires someone who is happy working with a range of complex financial information and analysing commercial data from a variety of different sources. Strong attention to detail is required as you will be processing high volumes of financial information.

Required skills and experience:

• Previous experience of working the financial or professional services sector preferred but not essential
• The ability to analyse and interpret financial data and information
• Excellent written and verbal communication skills
• Strong organisational skills and keen attention to detail

As a Client Service Administrator, you are responsible for dealing with a range of finance related enquiries, and processing high volumes of instructions.

Other duties will include:

• Dealing with requests from Financial Advisers and Investment Managers
• Processing new investment paperwork
• Allocating and transferring funds upon instruction from Financial Advisers
• Completing all related administrative duties
• Building and maintaining strong client relationships
• Offering knowledge and expertise to colleagues as needed
• Ensuring compliance with SLAs and legislative requirements

In return, you’ll receive a competitive salary with excellent benefits such as a performance-related bonus, 25 days holiday, private medical insurance, and more!

If you are looking to develop your skills with a growing global company, please apply today!

Are you looking for an opportunity to develop your professional skills?

This Administrator position is a great opportunity to get your foot in the door of a growing financial planning and wealth management practice! You’ll be providing administrative support to the team and working closely with the Client Services Operations Manager to ensure the delivery of excellent client service.

Full training will be provided but the successful candidate will need to be proactive and organised. You’ll be learning technical processes so attention to detail is a must!

Key duties and responsibilities:

• Acting as main point of contact for clients and delivering excellent service
• Completing duties in line with business processes and procedures
• Managing back-office systems and client records
• Identifying risks and breaches
• Assisting in developing processes and procedures
• Working with the team to meet client expectations and business standards

Due to the nature of this role, you’ll need to be eager to learn with an interest in working within professional services. Previous administration or customer service experience would be advantageous. Strong communication and organisation skills are essential. 

If this role is of interest, then please get in touch to discuss further or apply today!

Do you love working with customers?

Do you want to develop your career within the financial services sector?

We’re proud to be recruiting for several Customer Service Representatives to join our client’s friendly team!

The Job

• Dealing with inbound and outbound calls, emails, and written requests from customers  
• Managing queries, requests, and issues through to successful resolution
• Providing accurate information regarding life and pension policies
• Conducting security checks to ensure compliance with company regulations
• Handling sensitive calls and dealing with vulnerable customers appropriately 
• Updating internal systems with all customer communication

The Person

This is a fantastic opportunity for someone who has previously worked in the hospitality or retail sector, although would also suit someone who has previously worked in insurance or finance. Full training will be provided.

The successful candidate will also have great communication skills, strong attention to detail, and excellent computer literacy skills.

If this sounds like the next role in your career, please apply today!

Please note, due to training requirements our client is unable to accommodate any holidays within the first 6 weeks.

Join our client’s team as a Corporate Actions Administrator!

This role is essential in ensuring the smooth daily running of the Corporate Actions & Distributions team. You will be ensuring targets are met within expected timeframes and to the highest standards.

Daily duties include:

• Corporate action, distribution, and cash interest processing
• Liaising with third party providers such as Fund Managers, Transfer Agents, and Auditors
• Ensuring exceptional service is delivered at all times
• Adhering to the Treating Customers Fairly principles and regulatory requirements
• Supporting customer service improvement initiatives
• Ensuring departmental SLAs and KPIs are achieved

Due to the nature of this role, experience in financial services is required. The successful candidate will also have customer service experience, strong attention to detail, and exceptional communication skills. Sound IT knowledge is also required, particularly working knowledge of Excel.

Get in touch or apply today!

Are you looking for your next customer service challenge?

We’re excited to be recruiting several Customer Support Advisors to join our client’s growing team! In this role, you’ll be delivering exceptional customer service at every point of contact. You’ll need to be a strong communicator and collaborative worker, with previous experience working in a customer-facing environment.

Duties will include:

• Handling inbound calls from customers and assisting with a range of requests
• Building rapport with customers to develop a strong understanding of their needs
• Delivering effective solutions to retain customers’ business
• Consistently meeting targets and service standards
• Maintaining accurate records including communication logs

Skills and experience required:

• Previous customer service experience
• Excellent communication skills, both written and verbal
• A resilient and can-do attitude
• Ability to use multiple IT systems

If this sounds like the next role for you, please apply today! We’re reviewing applications on an ongoing basis.

Are you a talented sales professional looking for your next challenge?

Our client is hiring a Sales Team Manager to join their busy and friendly team!

In this role, you’ll be converting sales opportunities, guiding leads through the sales process, and manage the team to ensure high-performance standards. Due to the nature of this role, previous sales and team management is required, ideally within legal/professional services.

Duties will include:

• Handling enquiries from clients and business partners, guiding them through the sales process
• Managing, analysing, and utilising MI to identify trends and enhance conversion rates
• Providing guidance to internal consultants, ensuring appropriate training is in place
• Overseeing daily lead management, ensuring all opportunities are maximised
• Working with the team to ensure a seamless customer journey
• Proactively coaching and managing the team including conducting one-to-ones and development reviews
• Meeting and exceeding both individual and team targets and KPIs
• Maintaining high services standards and providing excellent end-to-end customer service

Required experience and skills:

• Previous sales experience
• Management experience including mentoring and coaching
• Strong communication and interpersonal skills
• Proven ability to meet targets and KPIs

If this sounds like the next role for you, please apply today!

We are excited to be recruiting for our client’s growing team!

If you have strong knowledge of the financial services sector, regulatory reporting experience and enjoy solving technical enquiries, this could be the next role for you. This role is essential in ensuring the company adheres to strict internal policies and external regulatory requirements, whilst maintaining the highest level of client satisfaction.

Daily duties to include:

• Supporting the business and clients in understanding regulatory policies and procedures
• Reporting on regulatory enhancements and controls
• Assisting with a range of internal and external technical enquiries
• Processing HMRC documentation and tax exemptions
• Assisting in user acceptance testing to support platform upgrades
• Investigating and raising compliance breaches with senior stakeholders

Required skills and experience:

• Previous experience of working in the financial services sector
• Previous experience of working in a compliance or reporting role
• Strong Excel skills and the ability to work with complex systems
• Excellent relationship building skills
• Experience in senior stakeholder management
• Strong written and verbal communication skills

Apply today to join our client during an exciting period of growth!

As a Senior Associate, you will be responsible for managing a case load of primarily Tier 3 and 4 taxable estates – carrying out full reviews, completing all technical work, and providing the highest standard of service excellence to bereaved clients.

In addition to driving the efficient progression of these complex estates, you will be expected to lead by example, share best practice, and support learning and development across the department.

In return, you will receive a competitive salary and fantastic benefits package, including;

• 25 days holiday increasing with each year of service up to a maximum of 30 days
• Buy or carry over 5 days holiday each year
• Pension contribution matched up to 5%
• Group life assurance
• Group income protection
• Optional salary sacrifice benefits, and more!

Due to the nature of this role, you will require;

• 5+ years’ relevant experience
• STEP/TEP (or working towards), or
• CILEX/qualified solicitor

If this sounds of interest, then please get in touch or apply today. We are accepting applications now for interviews taking place very soon.

Do you have strong administration experience within a Financial Planning or Wealth Management practice?

My client, a growing financial planning and wealth management practice is recruiting for an experienced Senior Client Services Administrator to join their business during an exciting period of change.  In addition to managing all administrative tasks on behalf of the Financial Planners, you will work closely with the Client Services Operations Manager sharing knowledge and ensuring the delivery of excellent client service across the team.     

Key duties and responsibilities:

• Working closely with Financial Planners to deliver excellent client service and acting as a point of contact for clients on their behalf
• Processing all business in line with processes and procedures, collating AML documentation as required
• Managing workflow and maintaining back-office systems and client records
• Identifying risks and breaches
• Monitoring processes and procedures and identifying areas for improvement
• Assisting in developing processes and procedures to ensure streamlining and efficiencies are in place
• Coaching team members to enhance skills and competencies
• Supporting the Client Services Operations Manager in the day to day running of the team

Due to the nature of this Senior Client Services Administrator role, previous experience in a similar financial planning/wealth management environment is required and an associated qualification i.e. CII/CISI/LIBF is desirable. 

If this role is of interest, then please get in touch to discuss further or apply today!

Join our client’s friendly team as a Field Sales Manager!!!

If you are an experienced sales professional with the ability to develop strong business relationships, this could be the next challenge for you…

Working for a professional and friendly company, you’ll be part of a successful team with big ambitions to grow a successful business. You’ll use your flair for sales to meet business development targets and sell a range of services to meet client needs.

This role offers a great salary plus OTE, along with a fully expensed car, laptop, and mobile.

Daily duties will include:

• Identifying and securing new business opportunities across the Bristol area
• Offering tailored solutions to clients based on their requirements
• Negotiating and selling within defined margins
• Liaising with clients to ensure a smooth sales process
• Providing accurate information regarding services
• Responsible for booking and managing your own appointments

Skills and experience required:

• Proven track record in a new business development environment
• Previous sales experience – this can be from any background!
• Experience within business-to-business sales is ideal
• Excellent written and verbal communication skills
• Self-motivated and confident individual

If this sounds like your cup of tea, please apply today!

Please note, we are also recruiting for this position to work within the Cardiff area.

This is a fantastic opportunity to join our client’s friendly, growing team!

You’ll be delivering exceptional customer experiences, ensuring company standards and expectations are met every step of the way. You’ll be communicating with customers via telephone, email, and live chat – a friendly and can-do attitude is a must for this role.

This role is based in our client’s head office in Moreton-in-Marsh with free onsite parking and a train station 10 minutes’ walk away.

Key duties to include:

• Managing guest enquiries regarding bookings, facilities, services, and more
• Ensuring guest information is accurate and up to date
• Processing online and third-party bookings accurately
• Logging and escalating any complaints in a professional manner
• Consistently meeting daily and monthly targets
• Supporting internal bookings for staff, contractors, and issue resolutions
• Collaborating with colleagues across internal teams

Required skills and experience:

• Strong customer service experience (e.g. hospitality, retail, beauty etc)
• Excellent organisational skills and attention to detail
• A passion for delivering exceptional customer experiences
• Strong communication and problem-solving skills

In return, you’ll receive a competitive salary with a great benefits package!

If you’re looking for your next customer service opportunity, please apply today.

We are looking for a high-energy Supply Chain Manager to become the backbone of our operations. In this role, you aren’t just managing a list of vendors; you are our primary "fixer." You will sit at the heart of the company, bridging the gap between our Sales, Onboarding, and Customer Service teams to ensure our promises to clients are always kept.

The Role
You will be the face of the company to our supplier partners and the hero for our internal teams. Your mission is to ensure we have the right suppliers, at the right price, delivering the best service —every single time.

Key Responsibilities

• Supplier Relationship and Escalation: Act as the lead service negotiator and ambassador. You’ll handle the tricky conversations; resolving disputes over pricing and service failures with existing partners.
• Strategic Sourcing: Expand our geographic reach by hunting for and onboarding new waste management partners, ensuring all credit and compliance checks are watertight.
• The ‘Fixer’ Protocol: Resolve urgent, real-time service issues. When a supplier fails, you step in to negotiate a solution that upholds our high standards for the customer.
• Smart Allocation: Play "matchmaker" by deciding which suppliers receive specific contracts based on cost, capacity, and service track record.
• Team Collaboration: Partner with our Onboarding and CS teams to ensure seamless service delivery for every new site we win.
• Tech and CRM Management: Maintain and optimise our CRM systems to ensure supply chain data is accurate and actionable.

About You

• An Expert Negotiator: You know how to handle price increases and service disputes without damaging relationships.
• Tech-Savvy: You are comfortable navigating CRM systems and using data to drive decisions.
• Dynamic and Energetic: You enjoy a fast-paced environment and can juggle multiple fire-fighting tasks without losing your eye for detail and your commitment to deadlines.
• A Natural Ambassador: You represent our brand with professionalism, ensuring suppliers meet our high customer-centric standards.

Why Join Us?
This is a rewarding role for someone who wants to see the direct impact of their work. If you have a solution-focussed mindset and the commercial acumen to drive our growth, we want to hear from you.

Join our client, an award-winning international law firm, as a Claims Team Manager!

In this role, you will be responsible for the line management of the Claims Team, managing resources and capacity on a daily basis. You will also oversee the day-to-day relationship with particular clients and stakeholders.

This role is suitable for someone with excellent management skills and a thorough knowledge of relevant legislation and legal frameworks.

Key duties and responsibilities will include:

• Acting as a point of contact for general client queries
• Supervising and mentoring direct reports to create a high performing team
• Managing the team’s files to comply with SLAs and KPIs
• Ensuring quality and integrity of MI captured within the case management system
• Liaising with internal administration to deliver reports to Insurers
• Delivering training, coaching, and ongoing support to the team
• Identifying trends and escalating risk information where appropriate
• Building and maintaining effective relationships with customers and suppliers
• Carrying out regular audits of team members to ensure standards are achieved

Skills and Experience Required:

• Previous experience within a similar role is essential
• Experience in claims along with technical knowledge and expertise
• Experience within insurance would be ideal
• An understanding of legal frameworks and the importance of compliance
• An associated legal qualification i.e. LLB Law, GDL, ACII, CILEx, or equivalent would also be ideal

If you are interested in this opportunity, then please get in touch or apply today!

In return, there is a competitive annual salary and overall benefits package on offer, as well as hybrid working with a minimum of 2 days in the office. 

Key duties and responsibilities will include:

• Running a full caseload of professional indemnity claims
• Maintaining an accurate understanding of the delegated authority principles and reporting requirements on all matters falling outside of the delegated authority
• Making strategic decisions in the Insurers’ best interests
• Investigating and identifying an Insureds exposure to claims, identifying and obtaining information relevant to liability and quantum
• Providing guidance and assistance to the Insured in response to complaints and claims, including approving settlement offers
• Negotiating settlement of claims within the delegated authority
• Investigating and reporting to Insurers on policy cover and response
• Managing panel solicitors as agent for Insurers including reporting where claims fall outside the delegated authority

Due to the nature of this Claims Handler role, previous experience with technical claims is required. A strong knowledge of relevant legislation is essential along with an understanding of legal frameworks and the importance of compliance. An associated legal qualification i.e. LLB Law, GDL, ACII, CILEx, or equivalent would also be ideal.

If you are interested in this opportunity, then please get in touch or apply today!