The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Posted by Leighton Taylor Consulting • £40K/yr to £50K/yr
Based in either London or Bristol, a modern, progressive and commercially-oriented international law firm law firm, with a dynamic and enterprising approach, is hiring a Senior Client Development Executive to help drive the profitable growth of their largest and most complex clients.
The firm are seeking a Senior Client Development Executive to join their expanding Client Development team, to support their Insurance Key Account Programme.
You will be joining a collaborative and creative environment, which is flexible, transparent and friendly in a role offering plenty of opportunity to learn and progress.
Work with the client to provide information for meetings.
General
An award winning multi location professional services company based in Weybridge are looking for an administrator that has experience in finance whobwould like to work in a company that will nurture your talents and help you strive towards your career goals.
You will have the opportunity to follow a quick and progressive career path and as well as working in a vibrant environment you will receive outstanding benefits such as: 25 days holiday Bank rising to 30 days with each year of service, generous pension, income protection, season ticket loan and many more.
Our client is looking to hire two new Client Administrators to join their Client Administration team on a permanent basis at their medium sized law firm.
The primary focus of this role will be to take ownership of the day to day processing of compliance and billing administration of a variety of tasks on client matters.