OVERALL SUMMARY Provide an effective and efficient service to the business in the processing, administration and provision of technical guidance for the management of the Close SIPP. RESPONSIBILITIES Responsible for administering SIPPs and providing operationa…

OVERALL SUMMARY The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner. RESPONSIBILITIES …

RESPONSIBILITIES Undertake all relevant payment processing (both in and out) activity and ongoing fee processing and monitoring relating to new and existing CBAM clients, on the Fusion, PULSE and Symphony systems, within agreed SLAs Undertake client contact fo…

OVERALL SUMMARY Join Close Brothers CoSec Team where you will provide administrative support to the main PLC Board and the Company Secretary, but also performs a wide range of company secretarial activity as part of the wider team of five. The role supports ke…

OVERALL SUMMARY Join Close Brothers Premium Finance Team where you will be responsible for the servicing of in-life loans on the system. Working as part of the Premium Finance team our ideal team member will have previous experience in customer services with e…