Mulberry Recruitment

Senior Business Development Manager Salary: £65,000 £70,000 base + 40% bonus + £6,500 car allowance Location: Field-based (London/Southeast) + Ascot office visits Sector: AV/IT Hardware Enterprise B2B Sales What You'll Be Doing: Driving new business development and revenue growth across enterprise accounts Reactivating lapsed clients and expanding current relationships Building strong partnerships with click apply for full job details

Client Service Specialist Group Risk Location : Nationwide Salary : up to £32,000 (DOE) + Benefits My client who are looking for a Client Service Specialist to join their team who have got experience/knowledge in Group Risk Policies. The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness or Group Death in Service Pension click apply for full job details

Mortgage Administrator Location : Camberley Salary : £28-34,000 Hours of Work : 8.45am-17.15pm Monday to Friday My client who have over 20 years of experience working within Mortgages are looking for an Administrator to join their team. We are looking for candidates who have got experience working within Financial Services or Mortgages. We are looking for candidates who have got strong administrative skills and excellent attention to detail. Daily Duties Processing client applications Managing communication with lenders Ensuring accurate and timely completion of documentation, and maintaining client records. Providing administrative support to the mortgage advisors Tracking application progress Assisting in customer service tasks to deliver a high level of client satisfaction. Qualifications Strong organizational and administrative skills, including attention to detail and time management Proficiency in communication and interpersonal skills to liaise effectively with clients and lenders Experience of mortgage products, protection solutions, and the financial services industry Proficiency with relevant office software and the ability to adapt to new technologies Customer service experience, with a focus on professionalism and client satisfaction Ability to work effectively in a collaborative, on-site environment Experience within the financial or mortgage industry is an advantage Benefits Bonus Scheme Parking Permit

Customer Service Representative Wokingham Pay Rate: £14ph Monday Friday, 9am 5pm (office-based) Type: Temp to Perm This role is the first point of contact for customers, providing professional and efficient support across enquiries related to products, orders, payments, and accounts. Key Responsibilities Respond to customer enquiries via phone, email, live chat, and social media Process and manage customer orders from placement to completion Support digital gift card purchases and troubleshooting Resolve order, payment, and delivery issues, escalating where required Maintain accurate records using CRM and order management systems Identify opportunities to improve customer experience and processes

IFA Administrator / Financial Planning Administrator Wokingham £30,000 - £35,000 FULL TIME OR PART TIME HOURS 37.5 hours per week or 20-30 hours My client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.