Client Services Adviser Job at Foxtons (West End)

Client Services Adviser

The Client Services Adviser (CSA) plays a pivotal role in delivering a high-qual...

Location

United Kingdom , West End

Salary:

27250.00 GBP / Year

Foxtons

Expiration Date

Until further notice

Requirements

Handle inbound and outbound calls to new and existing clients
Qualify leads effectively using structured questioning to understand client requirements
Convert qualified leads into booked appointments with the appropriate adviser
Ensure each appointment meets internal “quality booking” standards to maximise turn-up rates
Follow up on warm leads and re-engage clients who have previously enquired
Deliver an excellent first-touch experience representing our values and service standards
Communicate clearly, confidently, and professionally across phone, email, and digital channels
Build rapport quickly to create trust and encourage client engagement
Handle objections effectively, maintaining a solutions-focused approach
Log all client interactions, qualification notes, and appointment outcomes in the CRM

Job Responsibility

Lead Qualification & Conversion
Client Engagement
Record Keeping & CRM Accuracy
Team Collaboration
Key Performance Indicators (KPIs): Lead Conversion Rate, Appointment Quality, Call numbers, Contact Rate, Compliance & Integrity, CRM Accuracy

What we offer

A competitive salary with KPI based bonuses
A stable, permanent role where you become an expert in client engagement
Well-defined expectations, structure, and targets
Supportive, collaborative team with opportunities for skill development (without mandatory progression into advising)
Ability to contribute meaningfully to the quality and consistency of our client journey

Fulltime

New

Client Adviser

Part of the Trafficking and Exploitation Survivors Service (TESS) team, the Clie...

Location

United Kingdom , Glasgow

Salary:

30475.00 - 34682.00 GBP / Year

360 Resourcing Solutions

Expiration Date

July 06, 2026

Requirements

Experience of working in a Social Care setting and working with clients who present with complex needs, including mental health and substance misuse
Demonstrable experience of working face to face with members of the public
Demonstrable administrative and organisational skills
Excellent computer skills, competent in the use of MS Office applications and specifically the ability to use Microsoft Excel to a good standard
Proven ability to prioritise and work on your own initiative whilst respecting boundaries

Job Responsibility

Provide support to a caseload of survivors of human trafficking (known as clients), in line with the service’s Quality Management Framework, ensuring high-quality, survivor-centred support at all times
Manage a complex case load, offering appropriate and bespoke individual support to service users including the arrangement of provision of necessities such as accommodation, food, clothing and toiletries, also arranging meaningful holistic activities, which may include social events, language classes, orientation briefings, etc
Arrange the process of supporting service users to return to their country of origin, where appropriate, as well as arranging the preparation of appropriate documentation with the Home Office/Embassies, as appropriate
Ensure compliance with all applicable regulatory requirements, policies and procedures to provide with correct processing of National Referral Mechanism (NRM) referrals to all who require this service
Refer clients to health and specialist agencies as necessary
Support the process of clients being able to obtain employment and affordable housing, where appropriate
Collect data and record efficiently as required
Provide telephone assistance and new referral meet and greet during unsocial hours on a rota basis (being part of the on call service – one week on call outside working hours, every few weeks)
Participate in regular team briefings/meetings/group case study sessions and provide support to other colleagues as and when required
Keep up to date with legislation and the impact it may have on service users and disseminate as appropriate to the teams

What we offer

35 hours per week offering flexibility and work life balance
Enhanced family friendly provisions
Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata)
Option to buy or sell up to 5 days of annual leave
Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions
Wellbeing support
Non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme

Fulltime

!

New

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Indep...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
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
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

New

Client Adviser

Part of the Trafficking and Exploitation Survivors Service (TESS) team, the Clie...

Location

United Kingdom , Glasgow and Paisley

Salary:

30475.00 - 34682.00 GBP / Year

Migrant Help

Expiration Date

July 06, 2026

Requirements

Experience of working in a Social Care setting and working with clients who present with complex needs, including mental health and substance misuse
Demonstratable experience of working face to face with members of the public
Demonstrable administrative and organisational skills
Excellent computer skills, competent in the use of MS Office applications and specifically the ability to use Microsoft Excel to a good standard
Proven ability to prioritise and work on your own initiative whilst respecting boundaries

Job Responsibility

Provide support to a caseload of survivors of human trafficking in line with the service’s Quality Management Framework, ensuring high-quality, survivor-centred support at all times
Manage a complex case load, offering appropriate and bespoke individual support to service users including the arrangement of provision of necessities such as accommodation, food, clothing and toiletries. Also arranging meaningful holistic activities, which may include social events, language classes, orientation briefings, etc
Arrange the process of supporting service users to return to their country of origin, where appropriate, as well as arranging the preparation of appropriate documentation with the Home Office/Embassies, as appropriate
Ensure compliance with all applicable regulatory requirements, policies and procedures to provide with correct processing of National Referral Mechanism (NRM) referrals to all who require this service
Refer clients to health and specialist agencies as necessary
Support the process of clients being able to obtain employment and affordable housing, where appropriate
Collect data and record efficiently as required
Provide telephone assistance and new referral meet and greet during unsocial hours on a rota basis (being part of the on call service – one week on call outside working hours, every few weeks)
Participate in regular team briefings/meetings/group case study sessions and provide support to other colleagues as and when required
Keep up to date with legislation and the impact it may have on service users and disseminate as appropriate to the teams

What we offer

35 hours per week offering flexibility and work life balance
Enhanced family friendly provisions
Extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata)
Option to buy or sell up to 5 days of annual leave
Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions
Wellbeing support
Non-contributory pension scheme - Migrant Help pays 8% worth of employee salary into the pension scheme

Fulltime

!

New

Client Adviser - Wakefield

Part of the Asylum Services team, the Client Adviser is a rewarding role at Migr...

Location

United Kingdom , Wakefield

Salary:

30475.00 - 34682.00 GBP / Year

Migrant Help

Expiration Date

July 08, 2026

Requirements

Provided a service to clients over the phone whose first language is not always English
Provided advice an information within an organization and working with people in sensitive and emotionally demanding situations
Proven experience of delivering complex information to clients with and without interpreters
Ability to work under pressure and to meet deadlines
Operational experience working to challenging performance KPI's
Ability to work empathetically with people facing transition and uncertainty
Ability to learn quickly and adapt to change

Job Responsibility

Work as part of the national team, provide support to asylum seekers within all accommodation types across the UK
Support Asylum Seekers to complete applications when required, ensuring forms are completed accurately, with the correct level of detail and within required KPIs and timescales
Provide detailed induction briefings to new arrivals in Initial Accommodation, provide them with advice and guidance around the asylum process, asylum support and their obligations
Work as part of the regional team to ensure compliance with all applicable regulatory requirements, Health and Safety standards, policies, and procedures, provide the correct advice and guidance to all who require our support
Ensure that all applicants are aware of eligibility criteria and their obligations to provide supporting evidence within the required timescales
Assist clients to notify the authority of prescribed change of circumstances
Undertake casework which may include complex or safeguarding cases as required, liaising with the Home Office, Social Services, Healthcare Professionals, and other relevant agencies for applicants with additional support needs
Keep full, accurate and up-to-date case records, complete case follow up within the requisite time scales and undertake any necessary administrative tasks
Work within the specification of the contract with the Home Office, and on immigration related matters within the scope of the relevant OISC (Office of the Immigration Services Commissioner) accreditation level and service
Handle both inbound and outbound calls effectively, working in a timely way to ensure that clients are supported appropriately whilst ensuring that we can support as many people in need as possible

What we offer

Our working week is 35 hours per week offering flexibility and work life balance
Enhanced family friendly provisions
Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata)
Option to buy or sell up to 5 days of annual leave
Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions
Wellbeing support
Migrant Help offers employees a non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme

Fulltime

New

Client Services Supervisor

Location

United Kingdom , Cardiff

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

Job Responsibility

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Client Adviser

You're at your best at the centre of a Commercial Broking team, collaborating cl...

Location

United Kingdom , Bristol

Salary:

35000.00 - 45000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

September 06, 2026

Requirements

Cert CII (or commitment to achieving it)
Strong technical knowledge of commercial insurance
Clear understanding of broking processes and FCA compliance
Experience with Acturis (ideally)
Confident delivering responsive first-class service to clients
Highly organised
Comfortable using technology

Job Responsibility

Delivering exceptional client experience
Collaborating closely with Account Executives and Directors
Delivering responsive first-class service to clients

What we offer

30 days' annual leave plus bank holidays
Pension
Private medical insurance
Life cover
Professional development
Career progression
Flexible working with blend of home and office time
37-hour working week
Flexibility around start and finish times

Fulltime

Client Services Executive

Location

United Kingdom , Bishop's Stortford

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work 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. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we offer

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

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