Our aim is to provide a highly professional service and for clients to have a streamlined journey through the site and access to high quality information and assistance at all times. Our versatile client service team deal with all aspects of the clients' requirements - from initial queries, through KYC checks and onboarding to managing multiple transfers for a client's pension consolidation.
We also have a qualified advisory team who interact with clients on a more in-depth basis, providing advice on a one-off or ongoing basis. This ranges from a full review and written report on a client's financial needs and circumstances, a pre-transfer review of existing investments, guidance on tax efficient allocation of assets or a combination of these.
We are looking for a new member of our client service team.
Please email us your CV and any other relevant information: